Allocate an Existing Credit Note to an Invoice in Xero

Created by Maddi Major, Modified on Mon, 16 Jun at 10:26 PM by Maddi Major

1. View the credit note in 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.