ENTERING CREDIT INVOICE FROM SUPPLIER INTO XERO
- Copy of credit invoice is sent by our suppliers found in Zendesk, under A/P ENTER INVOICE category
- Open Ticket and download the attached credit invoice
- Search the original Invoice number in xero
(for this example the original Invoice number is 135988)
- As we can see original Invoice already has a credit note attached for $95.00 but it has an outstanding balance $30.00
- Now we enter the credit invoice we got from supplier in Xero
XERO – Purchases – New (click arrow down) – Credit Note
Enter the credit as shown in image below:
(note: the image below is the credit note you enter in xero)
- Credit allocation window will appear just click Cancel
- After entering credit invoice into Xero go to the original Invoice and then allocate the credit note you entered to the remaining balance of the invoice to make the total of the invoice as $0.00
Don't forget to attach the credit note copy to both invoice entry and the credit note entry.
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- Open supplier invoice they are located in ZENDESK VIEW – under A/P ENTER INVOICE category - Click to open and save attachment invoice to your computer: - Take a note for P.O# & invoice number ( if no p.o number supplied see ...