General steps to use credit notes for deposits with Xero
You can use a credit note to show the value of a client’s deposit. If you organization uses Xero with ezyVet, it is important to know the general steps for credit notes and client deposits.
This table gives each general step and the related documentation:
| Step | Description | Documentation |
|---|---|---|
| 1 | Make an invoice for the deposit in ezyVet. | Make an invoice for a deposit that a client paid directly |
| 2 | Sync the invoice record to Xero. | Sync an ezyVet invoice record to Xero |
| 3 | Make a credit note for the invoice. | Make a credit note for an invoice |
| 4 | Sync the invoice record of the credit note to Xero. | Sync an ezyVet invoice record to Xero |
| 5 | Add the credit note to the invoice in Xero. | Apply a customer's credit to an invoice (Xero documentation). |