sblive Xero Guide

When a credit note is received from a supplier this will need to be manually entered into the Xero software. To do this you need to go through Business, Bills to pay 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 Purchase Invoice as detailed in “Part C”.

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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