xero
Record a credit note from Xero in Filmo
Records a credit note created directly in Xero as an externally issued mirror in Filmo, and updates it from Xero (content, refunds and voiding). Documents sent by Filmo are skipped; a Xero draft waits for approval. A line with a compound tax or fixed-amount discount, an ambiguous contact or a duplicate number makes the step fail with the reason.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Domain | xero |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to Sales. Administrators always pass; a module outside the plan blocks everyone. |
| Needs an accounting provider | Xero |
| Destructive | Not declared |
Inputs
xeroCreditNoteIdstringRequired
The credit note ID in Xero, provided by the “Credit note approved in Xero” trigger.
Outputs
creditNoteIdstring
documentNumberstring
outcomeenum<string>
Available options: created, updated, unchanged, skipped
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