Edit Paid supplier credit notes

Open and view supplier credit notes that have been fully allocated to see the bills and amounts credited or cash refunded. From Paid credit notes you can edit, void and print, and delete credit allocations to bills.

You can get to a credit note that's been Paid (i.e. fully allocated) in the Accounts menu, selecting Purchases, clicking Paid, then selecting the credit note from the list. You can also drill down from certain reports or bills. Whether you can access Paid credit notes depends on your user role .

Paid credit note

What is a Paid credit note & what can you do with it?

View Paid supplier credit notes

A credit note that is Paid is one that has been fully allocated to one or more bills in Xero and has 0.00 as the remaining credit balance.

A credit note displays with a CR icon Credit note, and a credit on a bill displays with a paper with a small yellow square Credited invoice.

Credit notes are accessed from a couple of places.

  • In the Accounts menu, select Purchases, click Paid, then select the paid credit note.
  • Click 'Paid' link next to Bills heading on Purchases screen.

  • Select a credit note directly off a bill - only if the full amount of the credit note was applied to the bill will it be a Paid credit note.
  • Paid invoice

  • Drill down into a credit note from reports that list individual transactions.

Edit a Contact on a Paid supplier credit note

The Contact name (i.e. who the credit note is from) and the address details you have saved for them will display on the bill.

Contact address

  • Click on the Contact name to view or edit the full contact details and notes you have recorded for that person or organization.
  • Click the 'Edit' link to add or change the address information only. This will update the address for this Contact, not just for this credit note.
  • If you've entered a Xero network key received from another Xero organization, a symbol will display next to their name (but is not used for anything on a Paid credit note).

Delete credit allocation applied to a bill

Click the delete icon next to the dollar amount on a bill to remove the credit note. The credit note returns to the Awaiting Payment status. If the credited amount fully paid the bill, the bill also returns to Awaiting Payment.

Image of the X icon next to the dollar amount.

Print a Paid supplier credit note

Click Print PDF to open the bill as a PDF if you'd like to print it. You can print more than one Awaiting Payment bill at once from the Paid tab.

Credit Note Options

You can perform other actions on a paid credit note from Credit Note 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. No other details can be changed.

Paid options

Allocated amounts

Click on any bills that have been allocated credit from this credit note under the Total Credit line.

Click on Bill link under total.

History & Notes

Enter a note or view the history for this bill (History & Notes).