Edit customer credit notes awaiting payment
Open and view customer credit notes that are awaiting payment to apply them to sales invoices or view any invoices that they're already partially applied to. From Awaiting Payment credit notes you can also access a range of options for the credit note - edit, void, print and email.
Also in the Help Center:
You can get to a credit note that's awaiting payment from Sales, or by drilling down from sales invoices, certain reports, or customer statements. Your access to customer credit notes depends on your user role.
Customer credit notes roles comparison
What is an Awaiting Payment credit note & what can you do with it?
Find credit note
Credit on invoice
A credit note that is 'Awaiting Payment' is one that has been entered into Xero and approved, but has not yet been fully allocated to a sales invoice (or invoices) or cash refunded. When the remaining credit balance has been allocated or a full cash refund applied, the status of the credit note will change to 'Paid'.
Credit notes are accessed from a couple of places.
Tip: You should use this option to allocate existing credit rather than adding new credit notes for the customer each time - it makes it easier to manage the amount of credit your customer has
Allocate credit to an invoice
If the customer has existing Awaiting Payment sales invoices in Xero, you can allocate some or all of this credit note to one or more invoices using the 'Allocate credit' option from the Credit Note Options button.
Edit the Contact's address or account & tracking details. You can edit credit notes once they have been approved and are Awaiting Payment. Once they have been paid, your editing options are limited.
Email or Print
Credit notes are sent to your customers as PDFs.
Credit note options
Click the Credit Note Options button for a list of other actions you can perform on an Awaiting Payment credit note. Options available will change depending on whether there are outstanding invoices for the customer.
Click on any sales invoices that have been allocated credit from this credit note. You can also allocate some or all of the remaining credit note by clicking on the 'Remaining Credit' link.
History & Notes
Enter a note or view the history for this credit note.