Can we send credit notes to Xero?
Yes! Lightyear can process credit notes as well as bills when exporting to Xero.
Note: A link to the document in Lightyear's Archive will not be sent to Xero as well.
Check out our
to stay up to date
Related Articles
Sending an image/copy of invoice to Xero
Want to send attachments to Xero so you have a copy of your invoice/credit note stored within Xero as well? Sure, we can do that too! How to activate sending attachments in Lightyear You can access this setting via Lightyear's Admin tab> Accountancy ...
Xero Integration Setup Guide
Connecting to Xero Because Xero and Lightyear are both cloud-based, set-up and connectivity between the two systems is seamless. Here's how. From the Navigation Pane, head over to Settings > Accounting Software > select Xero from the dropdown menu > ...
Troubleshooting Xero Error Messages
Lightyear has a ton of built in validation checks to ensure the data is correct in Lightyear before trying to send the Bill and information to Xero. However, there are occasions when the Export fails and Lightyear displays the reason for the error - ...
Exporting from Lightyear to Xero
From the Signed Off tab in Lightyear, choose which bills to export by selecting or deselecting under the tick box column or individuals, then click the Export to Xero button. Please Note: Up to 25 bills can be selected at one time to be exported. If ...
Sending Product Codes to Xero
Activating Product Codes to be sent Lightyear has always been able to extract line item details and we can now send these Product Codes to Xero as well! Activate this setting under Settings > Accounting Software > Accounting Software Settings > Send ...