# How to Add a Credit Note in Xero

> To add a credit note in Xero, click Business on the dashboard, select Invoices, and click New Credit Note. Fill out the required information form, review the details, and click Save or Approve to successfully add the new credit note to your account.

Canonical: https://livedemo.ai/tutorials/how-to-add-a-credit-note-in-xero/
Apps: Xero
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0102243f01ed60a4eac5/preview?step=1

## Steps

1. On Xero's main dashboard, head over to the top menu bar and click 'Business'.
2. Select 'Invoices' from the list of options.
3. After that, click 'New Credit Note'.
4. Fill out the form with the required information related to the credit note you wish to add.
5. Once done, review the details and then click 'Save' or 'Approve'.
6. After completing these steps, the new credit note will be added to your Xero account.