*Workflows › Reference › Templates › Invoicing and payments*

# Credit note created in Filmo → send it to Xero as a draft

> When a credit note is created in Filmo, sends it to Xero as a draft with its customer and lines grouped by tax, even if it is already validated in Filmo, and links it. Then, approving it in Filmo also approves it in Xero, or the accountant can approve it in Xero and it becomes approved in Filmo. Repeating the action does not create a duplicate.

## At a glance

| Property | Value |
| --- | --- |
| Category | Invoicing and payments |
| Starts with | Credit note created |
| Integrations used | Xero |
| Steps | 1 |

## Steps

The template builds these steps; open each one to see how it is configured.

| # | Step | Description | Branch |
| --- | --- | --- | --- |
| 1 | Send credit note to Xero as a draft | Send the credit note to Xero as a draft |  |

TEMPLATE `credit-note-created-to-xero`

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Canonical URL: https://docs.filmo.io/workflows/reference/templates/credit-note-created-to-xero  
Last updated: 2026-10-25