When creating Credit Notes in Connectwise, you need to apply them both in CW and Xero as we don't have an available API for credit notes.
Here is a step-by-step process to follow:
- Create a Credit memo in CW, best practice is to name it with the related invoice, for example, CN + the Inv#. Naming the credit note this way would be helpful for easy tracking.
- Sync the Credit Note via Invoice Sync and manually apply the credit to the invoice in Xero
- In CW, you also need to manually apply the Credit note.