Skip to content

Credit Notes in Xero

You asked for it… we’ve recently added Credit Notes and Lock Dates into Xero.

You can now add a credit note to any unpaid accounts receivable or accounts payable invoices to reduce the amount owed, for example, because of returned goods.

Lock dates allows you to specify a date from when your accounts are locked, preventing any changes being made to data entered prior to this date.

Financial Advisor roles are able to set and change this date, whereas Administrator roles can only view this date.

For more information about credit notes and lock dates read Xero’s release notesthat explain these features in full.

The new features are ones that many of our early customers have asked for. They have taken a bit longer to get out there than we would have liked and we appreciate your patience.

You will also notice a bunch of small improvements in Xero that will continue to happen as we add new features. For example, you should notice speed improvements when you logon, streamlining in invoice preparation, and for Apple users – you can now use Safari 3.0 to access Xero. Yay!

Over the last couple of months we have grown our development team significantly and been working hard on processes and delivery. This latest release is our first with our full team so you will see the benefits over the next few releases. We have a lot of work in the pipeline which we’re really excited about getting in front of you.

As always it’s all about priorities so keep that feedback coming.


Read more about Business, Development


Add your comment

We welcome all feedback but prefer a real name and email address.