Please Note: Credit Notes is currently a Beta feature and may experience some performance issues.
Table of Contents
Introduction to Credit Note Syncing
Syncing Credit Notes with Integrations
Allocating Credits in Xero
Allocating Credits in MYOB
Introduction to Credit Note Syncing
Ordermentum integrates with various accounting platforms, allowing you to automatically sync credit notes.
Currently supported integrations:
Xero
MYOB
Syncing Credit Notes with Integrations
Automatic Syncing:
When a credit note is created in Ordermentum, it automatically syncs with your supported accounting platform.
Confirming a Successful Sync:
To confirm that a credit note has successfully synced with your integration, check the sync timestamp in Ordermentum. Syncing may take up to 30 minutes to complete.
Allocating Credits in Xero
For Invoices Paid via Ordermentum
After a credit note is applied in Ordermentum, you will receive a remittance email detailing the invoice from which the credit note amount was deducted.
In Xero, approve the credit note and allocate it to the corresponding invoice(s). This ensures that the customer's payment accurately reflects the credit note and adjusts the outstanding balance accordingly.
For Invoices Paid Outside Ordermentum
If the invoice is paid outside of Ordermentum, you will need to manually allocate the credit note in Xero.
Approve the credit note in Xero and allocate it to any outstanding invoice that the customer has with your business.
Important Notes About Credit Note Syncing with Xero
• When a Credit Note is created from a refund, it is automatically marked as 'Applied' (or completed) upon generation.
Because the Credit Note is completed instantly, our system doesn't treat it as a record that needs to be pushed to Xero
• Manually created credit notes behave differently: Their default status depends on the customer’s payment setup:
If the customer pays through Ordermentum, the status defaults to Issued.
If the customer pays suppliers directly and doesn’t have payment details set up, the status defaults to N/A.
Only credit notes with Issued or N/A statuses sync to Xero.
Allocating Credits in MYOB
During Payment Allocation
When you allocate a payment in MYOB, you will be prompted to allocate any synced credit notes to the appropriate invoice(s). This ensures that the credit is applied correctly, reducing the invoice amount by the credit note value.
Manual Allocation
If necessary, you can manually allocate credits within MYOB. Once the credit note is synced, follow MYOB’s standard procedure for applying credits to outstanding invoices.
Need More Help?
If you have any issues with syncing or allocation credit notes, please contact our support team:
📧 Email: support@ordermentum.com
📞 Phone: 1300 336 724
💬 Chat: Use the chat bubble at the bottom-right of your Ordermentum screen