Creating an Invoice and Applying an Existing Credit to the Invoice
Jeanette Lingard |
8 steps |
25 seconds
1
Navigate to your Xero Dashboard
2
Click "New sales invoice"
3
Enter the name of the customer exactly as it appears in the credit note. (Tip, if you start typing the name, Xero will bring up a list of customers for you to choose from)
4
Enter the details of the invoice.
5
Click "Approve" once all details have been entered.
6
If you have a credit note available for this customer, Xero will bring up the details of the credit note. To apply the credit note to this invoice, click "Allocate"
7
Click on the box under "Amount to Credit". Type in the amount of the credit note that you would like to apply to this invoice.