Invoicing and payments
Credit note created and approved in Xero → record it in Filmo
When a credit note that Filmo did not send is approved in Xero, records it in Filmo as a mirror copy: it can be viewed and downloaded, and Xero controls payments and voiding. Documents sent by Filmo are excluded. Anything the copy cannot represent (compound taxes or fixed-amount discounts) causes the workflow to fail with the reason and notify you.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Invoicing and payments |
| Starts with | Credit note approved in Xero |
| Integrations used | Xero |
| Steps | 1 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Record a credit note from Xero in Filmo | Record the credit note in Filmo |
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