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: 

  1. In DEAR, open the sale order and click the Invoice tab
  2. 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).





  1. Proceed to the Credit note tab
  2. 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.