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How to create an AR Credit Note with CIS deduction

Updated over 3 months ago

  1. First, set up an AP Credit Note workflow in ApprovalMax.
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  2. Then, create a Credit Note in Xero, specify the CIS account for Accounts Receivable, save the request and submit it for approval:
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  3. Sync the requests from your Xero Organisation to ApprovalMax:
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The CIS deduction is calculated based on the Organisation's settings and does not have an impact on the total amount.
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