How to Add a Credit Note in Xero
- George Apostolov
How to Add a Credit Note in Xero: step-by-step 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.
Quick answer: 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.
About this Xero tutorial
Create and approve credit notes in Xero by following these simple steps to update your invoices and account details. This guide shows how to add a Credit Note in Xero in 6 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Business'" and finishing with "After completing these steps, the new credit note will be added to your Xero account". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add a Credit Note in Xero?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Add a Discount to an Invoice in Xero, How to Add a Manual Journal Entry in Xero and How to Add a Manual Journal in Xero. Last reviewed 05 Oct 2026.
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