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Importing Supplier Credit Notes to Xero

Last updated 25/09/2018

This article explains how to import a Supplier Credit Note into Xero.

Overview


Cin7 Supplier Credit Notes can be imported into Xero, provided the following two conditions are fulfilled:

  • The total of the Supplier Credit Note is not 0, and
  • A Supplier Invoice No and invoice date have been entered into the Credit Note.

You will need to import the suppliers before importing the Supplier Credit Notes. This means that any new Suppliers in Cin7 can be matched to existing Suppliers in Xero correctly.

A Supplier Credit Note, once imported to Xero, will apply to a Supplier account and must be manually applied to an invoice or payment by your bookkeeper or accountant.

Importing Suppliers Credit Notes


There are two ways to import Supplier Credit Notes into Xero.

Importing All Credit Notes at the same time

This method will import all Credit Notes at the same time. This is the quickest way to import all Credit Notes.

  1. From the left navigation, select Accounting, then Xero.
  2. Select Purchases tab
  3. Select Supplier Credit Notes
  4. Check the tick box next to Cin7 ID
  5. Click Upload All

A confirmation will notify you if all Supplier Credit Notes have been imported successfully.

Imported Credit Notes will be available as Credit Memos in Xero.

Importing Individual Transactions

You may wish to only import one Credit Note, or inspect the Credit Notes before importing. To do this:

  1. From the left navigation, select Accounting, then Xero.
  2. Select Purchases tab
  3. Select Supplier Credit Notes
  4. Check the tick box for Supplier Credit Notes you wish to import
  5. Click Upload All

Imported Credit Notes will be available as Credit Memos in Xero.

 

FAQs

Is it possible to automate order imports?

We have no current plans to automate importing orders; manually pressing the button adds a level of scrutiny that we think encourages good accounting practice.