How Credit Notes work in Xero

overview breadwinner will bring in all credit notes to salesforce automatically due to some security reasons, breadwinner does not allow your salesforce users to create credit notes this is considered as a financial activity and must be done in xero within an hour of creating the credit notes in xero, it will be visible in salesforce credit notes, like invoices, bills and purchase orders, are found on the invoices tab the type field will help you identify that this is a credit note, as well as the abbreviation "cn " detailed information the credit note record will have a section that shows information about that allocation of credit notes https //lh5 googleusercontent com/05bdrekovguaxuoljmojkficsp8ez8aoh6z7u1kpbmmuypyb7ztee31ffnnp9dqzpljwjow3aqiikds3umzubtxbcehic5heqjn7yit8melpkesdz36t85njmsazvjobcque aow displayed at account and xero contact level the credit note, which can be allocated or unallocated, is also displayed on the account and xero contact it is under, in the breadwinner totals section account https //lh6 googleusercontent com/kot wowdcl uie4a7tmk3mhxr3l2kdd03nked9ygm45msl2 rxhezgnlktnn8f 5mkp99xdq05 dsjksuia1xcbrovhwgswqz45hhql8br3z1mq urekcp8ybqpc9vibciuseobl xero contact