Xero - Allocating an existing credit note to an invoice
- View the credit note on Xero.
- Click "Credit Note Options" > "Allocate Credit"
- Scroll down the page, and look for the invoice you want to allocate it to. (Tip: you can search the page by doing a CTRL + F and entering the Membership Number)
- Enter an Amount to Credit in the text box.
Click Allocate Credit at the bottom of the page.
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