Sync supplier credit notes to Xero
Overview
Find out how to synchronize supplier credit notes with Xero.
Supplier credit notes must be synced to Xero to keep your books in order.
When you sync a new supplier credit note, a matching supplier credit note is created in your Xero general ledger. You can only sync a supplier credit note with:
A Supplier Credit Note Date
A Supplier Credit Note No
A non-zero Total
A contact linked to Xero
Additionally, on the Admin page of the supplier credit note, its Accounting Status must be set to Not Imported Yet Or Reset For Re-import, although all supplier credit notes meet this condition by default; once the supplier credit note has been synced, its Accounting Status gets set to Imported.
The supplier credit note is given a unique reference. That reference, shown in the Reference column on the Purchases > Supplier Credit Notes tab of your Xero integration dashboard, is a combination of (a) a unique serial number and (b) the original supplier credit note’s reference.
Sync supplier credit notes
Log in to Cin7 Omni.
From the Accounting menu in the navigation, open your Xero integration.
Link new contacts (if any) to Xero (see how to link contacts to Xero).
Open the Purchases > Supplier Credit Notes tab.
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In the left-hand column of checkboxes, either:
Select the supplier credit note(s) to sync, or
To select all supplier credit notes (and other listed transactions), select the checkbox in the header.
Select Upload Selected (or Upload All).
You’ll receive a notification if any supplier credit note fails to sync. Find and fix the supplier credit note on the Errors > Credit Notes tab and then re-sync it.
Once you’ve synced a supplier credit note, you can apply the matching supplier credit note to a bill in Xero.
FAQs
Can I sync supplier credit notes automatically?
No, supplier credit notes should be synced manually.