Xero - Create credit notes with line items action

The Create credit notes with line items action allows you to create a credit note with multiple line items in Xero.

Xero - Create credit notes with line items

Input

Input field	Description
Type	Specify the type of credit note. Choose Accounts Payable for suppliers or Accounts Receivable for customers.
Status	Select the initial status of the credit note. This field defaults to DRAFT if left blank.
Credit note number	Enter the number assigned to the credit note. This field is automatically generated by Xero if left blank.
Amounts are	Indicate whether the amounts are tax inclusive, exclusive, or no tax. This field defaults to Tax exclusive if left blank.
Reference text	Provide any reference text that helps identify or describe the credit note.
Date	Set the issue date for the credit note.
Sub total	Enter the subtotal amount for the credit note before tax.
Total tax	Input the total tax amount for the credit note.
Currency code	Specify the currency code for the credit note. See ISO 4217 Currency Codes (opens new window) for more information.
Total	Enter the total amount of the credit note, including tax.
Branding theme	Select a branding theme to apply to the credit note.
Contact	The contact details associated with the credit note.
Name (contact)	Enter the name of the contact.
Email address (contact)	Provide the contact's email address.
Line items	Details of the line items for the credit note.
Line items source list	Input a list datapill representing the line items for the invoice. Learn more about list input.
Description (line items)	Enter a description for the line items. Ensure it is at least one character and a maximum of four thousand characters.
Item name (line items)	Specify the name of the line items. Click Products and services to retrieve the item name. If you provide both the item name and code, the item code takes precedence.
Quantity (line items)	Enter the quantity of the line items. Provide at least two fields out of Quantity, Unit price or Line amount.
Unit price (line items)	Set the unit price for the line items. Provide at least two fields out of Quantity, Unit price or Line amount.
Line amount (line items)	Enter the total amount for the line items. Provide at least two fields out of Quantity, Unit price or Line amount.
Discount rate (line items)	Apply a discount rate to the line items if applicable.
Account code (line items)	Assign an account code from your Chart of accounts to the line items.
Tax type name (line items)	Specify the tax rate type. Click Settings > General settings > Tax rates to find the tax type name.
Tax amount (line items)	Enter the tax amount for the line items. This field is auto-calculated as a percentage of the line amount based on the tax rate.
Item code (line items)	Provide the item code. Click Products and services to retrieve the item code. If you provide both the item name and code, the item code takes precedence.

Output

Output field	Description
Credit note ID	The unique identifier for the credit note in Xero.
Type	The type of credit note.
Status	The current status of the credit note.
Credit note number	The number assigned to the credit note.
Line amount type	The type of line amounts on the credit note.
Reference text	Any reference text associated with the credit note.
Date	The date the credit note was issued.
Sub total	The subtotal amount of the credit note before tax.
Total tax	The total tax amount on the credit note.
Currency code	The currency code used for the credit note.
Total	The total amount of the credit note, including tax.
Branding theme ID	The identifier for the branding theme applied to the credit note.
Remaining credit	The remaining credit amount on the credit note.
Payments	Details of payments associated with the credit note.
Allocations	Details of allocations associated with the credit note.
Line items	Details of each line item on the credit note.
Contact	Information about the contact associated with the credit note.
Has attachments	Indicates whether the credit note has attachments.
Currency rate	The exchange rate for the currency used in the credit note.
Updated date	The date when the credit note details were last updated.