Once you have allocated the credit note against the relevant invoice select “Allocate Credit” and this will be cleared on the system.
It is possible to automate the input of Purchase Invoices by use of an OCR system, which can be directly linked to Xero.
More information regarding such a system is detailed in Section 16.
Prior to preparing a self-billing invoice you will need to ensure you have set up a “Self-Billing” branding theme. Details of how to do this can be found in Section 2.
You then need to create a new Purchase Order as detailed in “Part A”. Ensure that you select the “Self-Billing Invoice” as the theme.
You should then either print or send electronically the Purchase Order document, remembering to select the “Mark As Sent” box.
The Purchase Order then needs to be transferred to a Purchase Invoice as detailed in “Part B”. This will then sit on the system until such a time it is paid in the same way as a regular Purchase Invoice.
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