How to Add a Credit Note in Xero

Quick summary

Adding a credit note in Xero takes just a few clicks — navigate to Business, open Invoices, and create a new credit note by filling out the required details and saving. This step-by-step process lets you issue accurate credit notes directly from the Xero dashboard without any accounting expertise.

Steps

1. On Xero's main dashboard, head to the top menu bar and click Business.
2. Select Invoices from the dropdown list of options.
3. Click New Credit Note to open the credit note creation form.
4. Fill out the form with the required information related to the credit note you wish to add.
5. Review the details, then click Save or Approve to confirm.
6. The new credit note will be added and visible in your Xero account.