ApprovalMax

First, set up an <a href="https://support.approvalmax.com/portal/en/kb/articles/how-do-i-set-up-the-pull-from-xero-step-for-credit-notes">AP Credit Note workflow</a> in ApprovalMax.

Then, create a Credit Note in Xero, specify the CIS account for Accounts Receivable, save the request and submit it for approval:

Sync the requests from your Xero Organisation to ApprovalMax:

1. First, set up an <a href="https://support.approvalmax.com/portal/en/kb/articles/how-do-i-set-up-the-pull-from-xero-step-for-credit-notes">AP Credit Note workflow</a> in ApprovalMax. 
2. Then, create a Credit Note in Xero, specify the CIS account for Accounts Receivable, save the request and submit it for approval: 
 
 
3. Sync the requests from your Xero Organisation to ApprovalMax:

The CIS deduction is calculated based on the Organisation's settings and does not have an impact on the total amount.

How to create an AR Credit Note with CIS deduction

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