It is very easy to issue an existing credit note in Xero by simply approving it. Here’s a short tutorial on how to do it:
- On Xero's main dashboard, head over to the top menu bar and click 'Business'.
- Select 'Invoices' from the list of options.
- Following that, tap the 'Awaiting Approval' tab.
- Find and open the specific credit note you wish to issue.
- Review the details carefully, then make some adjustments if necessary.
- Once done, tap 'Approve'.
- After completing these steps, the selected Xero credit note will be approved and sent to the indicated recipient.
