A fresh new look for your credit notes

By bringing credit notes in line with how you already create invoices and quotes, we’re making Xero more intuitive. It means one less system to learn and more time to focus on your business. We want to get you familiar with what’s changing and what’s coming next to help you with the transition.

What’s changing and why?

• Soon, you’ll be introduced to the new version of credit notes when you log in to Xero. We’ve started releasing the new version to customers so we can listen to your feedback and make sure it’s working the way you need.
• Take it at your own pace. Feel free to explore the new look whenever you’re ready. You can switch back to the old version at any time with a single click of the switch button at the top of the page.
• The new version is designed to bring you more consistency with invoicing, including overall layout and navigation.
• We’ll give you plenty of notice before we say a final goodbye to the old version, so you’ll have the time you need to get settled.

Key changes to be aware of

The new layout is designed to work just like your invoicing, including how it’s laid out, where buttons are located, and overall how you navigate through your screen. However, we wanted to be transparent about certain functionality that will be different from what you’re used to:

• To keep your audit trail secure and your books accurate, paid credit notes are now protected from changes. If you need to make an update, simply remove the payment or allocation first, then re-apply it once you’re done. Learn more here.
• Unlike invoicing, credit notes are not automatically saved in the new version. You’ll need to manually save your credit note.
• To add a cash refund by check, click the ‘Add cash refund’ button at the top of your credit note. Then, you can refund by check on the transaction document from the invoice list page.

More to look forward to

We’re just getting started. We’re already working on new tools to help you work even faster, including:

• The ability to quickly add cash refunds straight from your credit note
• The ability to add multiple new rows at once to save you time
• A side-by-side email preview that lets you see exactly how your credit note will look to customers so you can review and send with confidence

We’ll continuously monitor feedback and make improvements to your overall experience with creating credit notes.

Improvements we think you’ll like

We’ve rebuilt credit notes from the ground up to give you a faster, smoother experience today and a foundation that helps us build additional tools you’ve been asking for even faster. Along with an intuitive design more closely aligned to invoicing and quotes, we also added some improvements including:

• More detail in History for edit actions to help keep track of what changes have been made to credit notes
• Improved error messages, so you can easily add required details and approve credit notes faster
• More efficient keyboard experience for entering items and tabbing through your screen

If you have questions about where to find your favourite tools in the new version, check out Xero Central.