Overview
If you receive a credit note from your supplier and it is applied to an invoice in Ordermentum, here’s how this impacts Ordermentum and Xero:
The invoice total in Ordermentum reflects the credit
The bill in Xero is not adjusted automatically
The bill in Xero continues to show the original invoice total
To ensure your accounting records are correct, you’ll need to manually create and apply the supplier credit note in Xero.
Why this happens
Credit notes currently do not sync into Xero from Ordermentum.
While Ordermentum correctly applies the credit to your invoice, Xero does not receive this adjustment automatically.
What you need to do in Xero
To reflect the credit note in Xero:
Create a supplier credit note in Xero
Apply the credit note to the relevant bill
For detailed, step-by-step instructions, refer to Xero’s official guide: Apply a supplier’s credit to a bill
🎬 Apply a supplier credit note in Xero
If a credit has been applied to an invoice in Ordermentum, you’ll need to manually apply it in Xero to keep your accounts accurate.
Watch how to do it
This short video shows how to create a supplier credit note in Xero and apply it to a bill.
Example
Original invoice total: $150
Credit note applied in Ordermentum: $40
Invoice total in Ordermentum: $110
Bill total in Xero: $150 (unchanged)
To align both systems, you must apply the $40 credit note to the bill in Xero.
Frequently Asked Questions (FAQs)
Why doesn’t my credit note adjust the bill in Xero?
Credit notes do not currently sync from Ordermentum into Xero. Even if the credit is applied in Ordermentum, the bill in Xero remains unchanged until the credit is manually applied.
Do I need to create the credit note in Xero myself?
Yes. If you want the bill total in Xero to reflect the credit, you must:
Create the supplier credit note in Xero
Apply it to the relevant bill manually
Will this be done automatically in the future?
Syncing credit notes into Xero isn’t supported at the moment. Keep an eye on product updates for any changes to this behaviour.
What happens if I don’t apply the credit note in Xero?
Your Ordermentum records will be correct, but your Xero balances will be overstated, which can affect reconciliation and financial reporting.
Need more help?
If you need assistance with credit notes or Xero reconciliation:
Use the Help chat in the bottom-right corner of Ordermentum
Or email support@ordermentum.com