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5.9. Creating a credit in RubiCRM before syncing to Xero
Once an invoice has been raised, you may need to raise a credit for the invoice record.
To raise a credit, open the invoice you intend to credit in RubiCRM and click the Add Credit button.
Complete all items as required, making sure to enter the correct amount to credit, changing the Email Cover used and changing the Template used to your appropriate credit templates.
Once set click Submit.
Your credit will now be Added to Queue to be passed to your Xero.
You can then sync RubiCRM with your Xero. You can refer back to the Syncing invoices to Xero page to sync your credit.
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