Further Information for Xero Users when Applying Credits

Created by Allison Cloyd, Modified on Sun, 15 Jan 2023 at 05:46 PM by Robert Butler

Overview

Actionstep uses a two-step process when processing payments. Users have to create a credit note and then apply this credit note to the invoice you wish to credit. 

 

WARNING: Please note that you cannot complete a client refund or a write-off as these transactions do not flow through to Xero. 

 

In order to write off an amount or credit an invoice you will need to go through the following steps found in this article on credit notes: Credit Notes

See this video for the complete process

 



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- Xero Integration Overview