*Workflows › Reference › Templates › 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

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

## Steps

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 |  |

TEMPLATE `xero-born-credit-note-to-filmo`

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