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Credit Notes Table

Credit notes from Xero for customers and suppliers. View amounts, remaining credits, and application status.

Parameters

Date Range (Required)

Filter credit notes by date. Use Smart presets, Cell references, or Fixed dates.

Status Filter

AUTHORISEDApproved credit note
PAIDFully applied
DRAFTNot yet approved
VOIDEDCancelled

Output Columns

ColumnDescription
CreditNoteNumberCredit note number
ContactContact name
DateCredit note date
StatusDRAFT, AUTHORISED, PAID, VOIDED
TypeACCRECCREDIT or ACCPAYCREDIT
LineAmountTypesExclusive, Inclusive, or NoTax
SubTotalSubtotal before tax
TotalTaxTax amount
TotalTotal amount
RemainingCreditUnapplied credit
CurrencyCodeCurrency
CurrencyRateExchange rate
ReferenceYour reference
SentToContactWhether sent
FullyPaidOnDateDate fully applied
CreditNoteIDXero unique identifier

Tips

  • Check RemainingCredit for unapplied amounts
  • Use Type column to distinguish customer vs supplier credits
  • ACCRECCREDIT = customer credit, ACCPAYCREDIT = supplier credit

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