xero

Send credit note to Xero

Ensures a validated credit note exists in Xero: uses the link, adopts the one that has its number, or creates it with the contact, the lines by tax and the connection's sales account.

Action
xero.syncCreditNote
PropertyValue
Domainxero
Runs asThe owner of the workflow, with their permissions
PermissionEdit access to Sales. Administrators always pass; a module outside the plan blocks everyone.
Needs an accounting providerXero
DestructiveNot declared

Inputs

creditNoteIdstringRequired

Outputs

creditNoteIdstring

xeroCreditNoteIdstring

creditNoteNumberstring

statusstring

totalnumber

currencyCodestring

outcomeenum<string>

Available options: linked, adopted, created