Credit notes and reputed invoices

This section explains how to manage invoice adjustments and automation. You will learn to:

Create credit notes to cancel or adjust approved invoices (e.g., for returns or overcharges).
Set up repeating invoices and schedule automatic sending for recurring billing.

Credit notes

Credit notes allow you to cancel or adjust approved invoices — for example, if a customer returns goods, you need to issue a refund, or an invoice was overcharged. They help maintain accurate financial records and ensure customer accounts are corrected promptly

Repeating Invoices

Xero allows you to create repeating invoices to automate recurring billing. Set the schedule, and Xero will generate and send invoices automatically, saving time and ensuring consistency.

Xero saves the template under the Repeating tab, where you can easily access and manage all your scheduled invoices. You can click on any saved template to review its details, adjust the schedule, update items or amounts, or pause the repetition if needed. This ensures your recurring billing remains flexible and up-to-date with your business needs