Sync credit notes and refunds with Xero

Sync credit notes and refunds with Xero

Credit notes for sales and purchases always export to Xero, but do not sync from Xero to Cin7 Core.

Prerequisites

Sale credit notes and refunds

Sales credit notes authorized in Cin7 Core are exported to Xero, but are not allocated against invoices or specific customers. Cin7 Core keeps a record of how much credit is owed to each customer. An authorized credit note must successfully sync before a refund can be synced.

Credit notes created in Xero are not downloaded to Cin7 Core. Refunds added to credit notes created in Xero will therefore not download to Cin7 Core.

You have the option to consolidate sale credit notes and consolidate refunds on export or turn off sale credit note sync for each of your sales channels. Sale credit notes and invoices, and sale payments and refunds, are both consolidated or turned off with these settings.

Purchase credit notes and refunds

Purchase credit notes authorized in Cin7 Core are exported to Xero, but are not allocated against invoices or specific suppliers. Cin7 Core keeps a record of how much credit is owed to each supplier. An authorized purchase credit note must successfully sync before a refund can be synced.

Purchase credit notes created in Xero are not downloaded to Cin7 Core. Refunds added to purchase credit notes created in Xero will therefore not download to Cin7 Core.

Purchase credit notes and refunds cannot be consolidated.

FAQ

Can't allocate credit note to purchase invoice

When you allocate a credit note to a purchase invoice or bill in Xero, this is not synced back to Cin7 Core. This is because Cin7 Core does not support allocating a credit note directly to the purchase invoice.

You must first transfer the credit note amount to a supplier deposit in Core, and then use the supplier deposit to pay the purchase invoice inCin7 Core, then sync the transactions to Xero.

 

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