How to Add a Credit Note in Xero
- George Apostolov
- 05 Sep 2025
Guide
On Xero's main dashboard, head over to the top menu bar and click 'Business'.
Select 'Invoices' from the list of options.
After that, click 'New Credit Note'.
Fill out the form with the required information related to the credit note you wish to add.
Once done, review the details and then click 'Save' or 'Approve'.
After completing these steps, the new credit note will be added to your Xero account.
Create your first interactive demo in minutes
No credit card required • Start building today
