When a credit note is sent to a customer, it needs to be entered manually into the Xero software.
To do this, you need to go through “Business”, “Invoices”, and select “New Credit Note”.
This will then create a blank Credit Note within the system for you to populate. This should be completed in the same way as raising a Sales Invoice as detailed in “Part A”.
When the Credit Note has been approved, it will need to be allocated against the relevant invoice within the system; Xero will automatically prompt this.
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