Add negative-amount line items to a bill to match a supplier's credit or refund exactly; see how line items export to Xero for the accounting-software details.
Before you start
- Your business needs the Credit Line Items feature turned on. If the Amount field won't accept a minus sign, this likely isn't enabled for you yet; contact Weel support to check.
Steps
- Upload your invoice to Weel, either by emailing it in or creating a bill manually.
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Check the extracted line items for credits, and add any Weel's AI missed by typing a minus sign followed by the amount (e.g. -50.00) in the Amount field.
- Weel's AI detects negative amounts using a minus sign, parentheses, a "Credit" column, or a "CR" suffix. If Credit Line Items isn't turned on for your business, any negative amount it finds is left off the bill rather than added as a positive figure, so check your total against the original invoice.
- Review the line items in the bill form. Credit line items show a negative amount in green, in both the Amount field and the GST field.
- Code each line item. Credit line items support the same categories, custom fields, and GST options as regular line items.
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Confirm the bill total is correct. Credit line items reduce the total automatically.
- The total must be greater than zero. An exact-zero or negative total isn't supported and returns an error, so adjust your line items before saving.
- Submit the bill for approval or schedule payment as usual.
What happens next
Once submitted, credit line items export with the bill at every stage, from Awaiting Approval to Paid, rather than creating a separate credit note. That's different from Weel's Credit Notes feature, which creates an actual credit note in Xero from a supplier-issued document; contact Weel support if that's what you need instead.