VIDEO GUIDE

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Entering Credit Notes in XERO

• Download the credit invoice from Zendesk

§  Search the Original Invoice Number in Xero 

Xero – Purchase – New – Credit note

Enter the credit to xero

From – Supplier name

Date – date of credit note

Reference – credit note number

Details – Ex: CREDIT NOTE 287476 - RECEIVED 18/09

Amount - amount of credit 

Attachment – attach the copy of credit note

Click Approve

Allocate credit note tab will appear just click cancel

-          Just make sure to remove the negative amount to the original invoice and transfer it to the credit note entry you created

-          Remove the negative amount (in the red box) to make the total back to the original amount

Allocate the credit note to the original invoice

Search the original invoice number in xero

To allocate click the credit this bill lower part of the entry

Select the credit you created then click allocate credit

Done credit note allocated

****credit notes usually sent by suppliers you can see tickets assigned under category ENTER INVOICE in Zendesk after adding credit note in Xero you can close and solve tickets***

*Note: Once we've received a credit note from the supplier, RTS form is no longer​ required. 

CAPRICORN CREDIT INVOICES

VIDEO GUIDE