Xero - Allocating an existing credit note to an invoice

Modified on Tue, 24 Apr 2018 at 04:48 PM

  1. View the credit note on Xero.

  2. Click "Credit Note Options" > "Allocate Credit"

  3. Scroll down the page, and look for the invoice you want to allocate it to. (Tip: you can search the page by doing a CTRL + F and entering the Membership Number)

  4. Enter an Amount to Credit in the text box.

  5. Click Allocate Credit at the bottom of the page.

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