Applying Credit Notes

When dealing with Credit Notes, 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:

  1. 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.

  2. Sync the Credit Note via Invoice Sync and manually apply the credit to the invoice in Xero
  3. In CW, you also need to manually apply the Credit note
Suzette is the author of this solution article.

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