Create a credit note in Xero

Topic

This article explains how to create a credit note if you have a Xero connection, whether it's a full or partial credit. Credit notes can only be created through Xero, but they will update in your Tradify account to show on the invoices they are linked to.

Instructions

1. Find the invoice in Xero that you want to add a Credit to and open it.
2. If needed, remove the payment from the invoice. You will see a blue payment link next to the amount due. Click on this to take you to the payment section. 
   
   
    
3. Go to Options > Remove an Re-do. It will automatically remove the full amount. If you need to add in a payment again scroll down and add the payment amount you need to keep. (click Add Payment).
   
   
    
4. Select Sales to return to the main invoice page. 
5. Select New Credit Note to create a credit note and link it to your invoice. (See HERE for the Xero guide on this) Once completed, it will look like this:
   
   
    
6. The credit note will display in your Tradify invoice as shown below. Please note that credit notes cannot be opened or edited in Tradify,  any changes must be made directly in Xero
   
   

Additional Information

For more info on what will sync from Xero to Tradify, see here: Syncing Information From Xero Into Tradify