Credit Notes

If you need to issue a credit note for an invoice within theBOSSapp, please follow the steps below:

1. Navigate to the Project: Go to the specific project for which you want to issue a credit note.

2. Access the Invoices Tab: In the project, click on the Invoices tab.

3. Add a Credit Note: Click the Add Credit Note button:

4. Link the Credit Note to an Invoice: You will be prompted to select an existing invoice that the credit note will be linked to. Choose the appropriate invoice from the list:

5. Add Deliverables: In the Add Deliverables section, add the negative value deliverables that you want to include in the credit note.

6. Approve and Send: Once you have added all necessary deliverables, click on Approve and Send Credit Note. This will finalise the credit note in Xero and send it to the nominated recipients.