Accounts receivable templatesAutomate credit notes in Xero from Salesforce
When sales or support approves a credit in Salesforce, Modern drafts the matching credit note in Xero against the original invoice, with the reason attached, and allocates it once finance approves.
TriggerWhen a credit request is approved in Salesforce
Steps4 steps, from trigger to sign-off
ControlAR lead approves every credit note
Free to start. No card needed.
When a credit request is approved in SalesforceThe instruction
“When a credit request case is approved in Salesforce, find the original invoice in Xero. Draft a credit note for the approved amount with the case number and reason in the reference. Check the credit is not larger than the invoice balance and that no credit exists for the same case. Ask the AR lead to approve, then allocate it to the invoice and email the customer a copy.”
Works with every major ERP
- +100 more
How it runs
4 steps from trigger to sign-off
- 01
Watch approved credits
Picks up credit request cases as soon as they are approved in Salesforce.
Salesforce - 02
Find the invoice
Looks up the original invoice and its open balance in Xero.
Xero - 03
Draft the credit note
Creates a draft credit note with the case number and reason, and checks for duplicates.
Xero - 04
Approve and allocate
The AR lead approves, then Modern allocates the credit and emails the customer.
Xero
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FAQs
Raise credit notes from approved requests: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Modern checks Xero for any credit note with the same case number or amount against the invoice and flags it instead of drafting another.
Yes. Set a threshold in the instruction, for example credits over $2,000, and Modern routes them to the finance lead as well.
Yes. Modern can watch approvals in HubSpot or Salesforce and raise credit notes in QuickBooks, NetSuite, Sage or Xero.