Credit note applied in Xero as part payment
If a credit note has been applied as a part payment in Xero, the invoice needs to be closed manually in DEAR with the following steps:
To close the invoice:
- In DEAR, open the sale order and click the Invoice tab
- Use Payment section on the bottom of the screen to apply payment remainder (of the invoice that was used as credit in Xero to a clearing account).
- Proceed to the Credit note tab
- Use the Refund section to refund the same amount using the same clearing account. The 2 amounts will net each other off leaving a NIL balance in this clearing account.