Please read this article about how to process credit notes in Ocerra.
To process a credit note to MYOB Advanced, please follow these steps:
1. Toggle On the Credit Note parameter at the header level of the invoice.
2. Link the Credit Note to the Invoice. This is optional.
3. Remove Items on the line level, if applied.
(!) Please note, Ocerra does not handle negative items. To export a credit note, please remove Items from the invoice lines in Ocerra.
The totals will be automatically adjsuted as negative amounts, this is how it should be exported to Xero:
Navigate to the Export page in Ocerra and proceed to export a Credit Note to Xero.
Ocerra will create a Credit Note including the credit note attachment:
