Creating and Applying a Credit Note for a Supplier Invoice Linked to Xero

This article will guide you through the the process of creating and applying credit notes for supplier invoices linked to Xero.

1. In Actionstep - log in to your Actionstep and click on the supplier invoice that you would like to create a credit for
2. Click on the "Create Credit" button at the bottom of your screen
3. This will bring up a message box, click "ok"
4. Complete the two-step wizard and then make any alteration to the credit supplier invoice and save. For more information on creating a credit click here: Crediting a Supplier Invoice/Vendor Invoice.
5. This will create a draft credit and will not link back to Xero. If you try to save and close this credit you will receive a pop up error message. To move the credit from draft to open you will need to turn off the Xero integration.
   

Unlinking and Turning off the Xero Supplier Invoices Integration 

WARNING: Turning off the supplier invoices integration will stop any supplier invoices created in Actionstep or any payments allocated to supplier invoices to not be processed into Xero. It is a good idea to let all other staff members know that you are turning it off and to not do any work involving supplier invoices until you have switched the integration back on.

1. Click on Admin (top right of your Actionstep screen)
2. Click on the Integrations tile
3. Click on the "manage" button next to Xero integration
4. Scroll down and click on Sales Invoices
5. Find the supplier invoice that you are creating the credit for and tick the box on the right of that invoice
6. Click on the unlink from Xero button and click "Ok"
7. Head back to the Xero Integration home page and click on the Xero:Mapping section
8. Switch the Supplier Invoice option to "Off" and click "Save"
9. Go back to your draft credit note and click "Save" (This will change it from draft to open)
10.  Apply the credit (for more on this see: Crediting a Supplier Invoice/Vendor Invoice)

In Xero - Applying a Credit to Supplier Invoice

1. Go to the Bills to pay screen
2. Click on the supplier invoice
3. Go to the bills options
4. Click on "Add credit Note"5. Click "Approve"

WARNING: Remember to switch the integration back on once you have finished this process.

Turning the Xero Integration back on

1. Go back into Actionstep and click on "Admin"
2. Click on the Integrations tile
3. Click on the "Manage" button for Xero
4. Scroll down and click on Xero: Mapping
5. Switch the Supplier invoices back to "On"
6. Click "Save"