Credit notes processing

EzzyBills will automatically detect credit notes and export them to XERO as credit notes

  • Below is a screenshot of credit note listing in Xero (uploaded from EzzyBills)

The second one in the listing is a credit note, with a tiny yellow “CR” logo. The dollar amount is inside a bracket. Attachment in the end is the original file uploaded to EzzyBills.

xero_creditnote

  • Below is screenshot of a credit note details appearing in XERO

xero_creditnote_details

  • How does EzzyBills automatically detects Credit Notes? By keywords or negative amount. This is an automated process.
  • If any credit notes are not incorrectly processed as bills, email to support@ezzydoc.com with the DocID or invoice file attachment. We will sort it out for you.