How to Issue an Existing Credit Note in Xero
- George Apostolov
How to Issue an Existing 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.
Following that, tap the 'Awaiting Approval' tab.
Find and open the specific credit note you wish to issue.
Review the details carefully, then make some adjustments if necessary.
Once done, tap 'Approve'.
After completing these steps, the selected Xero credit note will be approved and sent to the indicated recipient.
Quick answer: To issue an existing credit note in Xero, navigate to Business and select Invoices. Next, tap the Awaiting Approval tab, open the desired credit note, review and adjust the details, and finally tap Approve to send it to the indicated recipient.
About this Xero tutorial
Approve and send existing credit notes easily by following these steps in Xero. This guide shows how to issue an Existing Credit Note in Xero in 7 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 selected Xero credit note will be approved and sent t...". 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 issue an Existing Credit Note in Xero?
7 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 Link Xero to Dext, How to Lock Periods in Xero and How to Mark Invoices as Paid in Xero. Last reviewed 05 Oct 2026.
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