Xero - Creating a Credit Note Assigned to a Member (not to a specific invoice)

Modified on Tue, 24 Apr 2018 at 05:01 PM

This article is applicable if you want to create a new credit note, assign it to a member, but there's no particular invoice to allocate the credit note to.

But if there's an invoice to allocate a credit note to, please do so and use this article as guide: Allocating an Existing Credit Note to an Invoice

  1. Click "New Credit Note"
  2. Enter "Subscriptions" in the "To" field
  3. Enter the member's name and membership number in the "Referencefield
  4. Double-check the values 
  5. Click Approve.
  6. After 5-10 minutes, the newly created credit note will sync to DotGolf and you will be able to reconcile it there.
    On the DotGolf home page, you will see a notification like this:

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