How to Add a Credit Note in Xero
It is very easy to add a credit note in Xero. Here’s a short tutorial on how to do it in simple steps:
- On Xero's main dashboard, head over to the top menu bar and click 'Business'.
- Select 'Invoices' from the list of options.
- After that, click 'New Credit Note'.
- Fill out the form with the required information related to the credit note you wish to add.
- Once done, review the details and then click 'Save' or 'Approve'.
- After completing these steps, the new credit note will be added to your Xero account.
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