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)
Xero API v2.28 has introduced support for credit note refunds via the Payments endpoint.
See http://developer.xero.com/documentation/api/v2-release-notes/ for examples
Applying credit notes to invoices was completed in a previous release.
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Tobias Kirschstein commented
thanks you guys for implementing this
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Anonymous commented
Hi
This is very important. At this point trying to fully integrate very simple product to xero is just impossible.
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James commented
Hi guys,
Is there an ETA on putting payments on credit notes (i.e. refunds) via the API yet?
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You can now allocate credit notes to invoices - see http://developer.xero.com/api/Credit-Notes/#PUT
Credit Note refunds shouldn't be too far away.
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Garry Claridge commented
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.
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Alexander Kohl commented
Yeah!, can't wait. It will make conversions so much more beautiful.
Alexander -
Tim Cull commented
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
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mech commented
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 :(
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Thomas Kragelund commented
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?
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Mark Eirich commented
This is critical. Right now we are choosing from several elaborate, ugly workarounds for this.
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Fred commented
yes this is needed absolutely
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Stuart Taylor commented
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.
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Tom Riley commented
+1
I also need this to provide more than a very shallow Xero integration with my app.
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Tim Massey commented
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.
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Aaron Geiser commented
+3
Use case #1:
1. Customer needs a refund
2. Create credit memo for customer
3. Create "Credit memo payment" originating from bank accountUse 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 -
Alexander commented
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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Erik Bogaerts commented
We're definitely interested, the workaround with the AP invoice works but is not ideal.
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Tobias Kirschstein commented
+1
well the use case is pretty obvious if you want to automate refunds. please bump it.