Edit paid supplier credit notes

Edit credit notes that you’ve completely allocated to one or more bills in Xero. You can delete the credit allocations, and void or print the credit notes. You can also see the paid invoices, and the credited or refunded amounts.

Your access to customer credit notes depends on your user role.

How does it work

Paid supplier credit notes:

  • Have 0.00 remaining credit balance
  • Show the credit note icon Image of the credit note icon.. Credit on bills show the credit on bill icon Image of the credit on bill icon..
  • Are accessed from:
    • In the Accounts menu, select Purchases, click Paid, then select the credit note.
    • Open a credit note directly from a bill. If the full amount of the credit note was applied to the selected bill, the credit note status has a Paid status.

      Image of the Credit Note link on a paid bill.

    • Select a credit note from reports that list individual transactions.

Edit a paid supplier credit note

Edit a contact

You can change the contact (who it's from), the contact address, or the accounts:

Delete a credit allocation

From the credit note next to the bill allocation you want to delete, click the remove icon. The credit note returns to the Awaiting Payment status. If the credit amount paid the bill completely, the bill also returns to Awaiting Payment.

Image of the remove icon.

Print a credit note

On an open credit note, click Print PDF to preview and print it as a PDF. You can also select many credit notes on the Paid tab and click Print.

Credit note options

From Credit Note Options, you can void a paid credit note, and edit the account or tracking options:

  • Click Void to void a credit note. It's removed from the bill it's allocated to.
  • Click Edit to edit the account or tracking options. You can't change any other details.

Allocated amounts

Under the Total Credit line, click any bill to view it. You can delete the allocation from here if you want.

History & Notes

You can enter a note or view the credit note history.

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