Quick summary
This tutorial walks you through how to issue an existing credit note in Xero by navigating to the Invoices section, locating a pending credit note, reviewing its details, and approving it for delivery.
Steps
- On Xero's main dashboard, head over to the top menu bar and click 'Business'.
- Select 'Invoices' from the list of options.
- Tap the 'Awaiting Approval' tab to filter pending credit notes.
- Find and open the specific credit note you wish to issue.
- Review the details carefully, then make any necessary adjustments.
- Once done, tap 'Approve' to confirm the credit note.
- The selected credit note will be approved and sent to the indicated recipient.
