I suggest you ...

Credit Notes: apply as invoice payment & refund

At the moment, you can create a credit note via the API but you cannot:
- Apply the credit note as a payment to an invoice
- Apply a payment to the credit note (thus refunding the customer)

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    Alasdair NorthAlasdair North shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    xeroAdminxero (Admin, Xero) shared a merged idea: be able to enter a cash refund on a credit note via the API  ·   · 

    18 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        Hi

        This is very important. At this point trying to fully integrate very simple product to xero is just impossible.

      • JamesJames commented  ·   ·  Flag as inappropriate

        Hi guys,

        Is there an ETA on putting payments on credit notes (i.e. refunds) via the API yet?

      • Garry ClaridgeGarry Claridge commented  ·   ·  Flag as inappropriate

        We have a system where clients pay a deposit. Then, after the event the deposit is refunded.

        Also, the client's order may change after a payment is made.

      • Tim CullTim Cull commented  ·   ·  Flag as inappropriate

        hey guys, just wondering if there's an update? Here's my use case: automated integration with Recurly where we are batching up all renewals and refunds for one day into one invoice per day. Some days there will be more renewals than refunds and some days there will be the opposite. So we might end up with negative invoices

      • mechmech commented  ·   ·  Flag as inappropriate

        This is a rather important feature. Apply payment to credit note that link to a particular invoice. Right now, making payment to credit note is not even possible :(

      • Thomas KragelundThomas Kragelund commented  ·   ·  Flag as inappropriate

        This functionality is really needed. We have 5 Xero account and need it for all. It's still under review - Do you have any updates?

      • Mark EirichMark Eirich commented  ·   ·  Flag as inappropriate

        This is critical. Right now we are choosing from several elaborate, ugly workarounds for this.

      • Stuart TaylorStuart Taylor commented  ·   ·  Flag as inappropriate

        The ability to apply a credit note as a payment to an invoice and apply a payment to a credit note would be of great assistance.

      • Tom RileyTom Riley commented  ·   ·  Flag as inappropriate

        +1

        I also need this to provide more than a very shallow Xero integration with my app.

      • Tim MasseyTim Massey commented  ·   ·  Flag as inappropriate

        In our case I can't see the point of credit notes if we're not able to apply them to invoices. This would seem to be a pretty obvious feature. Non-recurring invoice templates would be very handy too.

      • Aaron GeiserAaron Geiser commented  ·   ·  Flag as inappropriate

        +3

        Use case #1:
        1. Customer needs a refund
        2. Create credit memo for customer
        3. Create "Credit memo payment" originating from bank account

        Use case #2:
        1. Customers pay a consulting retainer
        2. Create credit memo for customer
        3. Create invoices for customer as consulting services are rendered
        4. "Allocate credit" towards invoices (instead of issuing an invoice payment)

        Use case #3:
        1. Customer overpays an invoice
        2. Issue credit memo for the customer
        3. Create "Credit memo payment" originating from bank account

      • AlexanderAlexander commented  ·   ·  Flag as inappropriate

        Maybe as a first step, you could make payments available for Credit Notes. Then we could at least pay them off. Assigning them to other invoices could be handled through a clearing bank account without the need for the API handling that directly, but we need to be able to pay them through the API.

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