AR Credit Note
Overview
Direction: Zudello → Xero
Sync Type: Real-time
Purpose: Sales credit note creation with customer relationship management and tracking support
AR credit notes flow from Zudello to Xero for sales credit processing with customer relationship management and comprehensive tracking support.
Header Field Mappings
| Xero Field | Zudello Field | Data Type | Notes |
|---|---|---|---|
| Type | N/A | String | Always "ACCRECCREDIT" |
| Contact | customer | Relation | Customer reference |
| Date | date_issued | Date | Credit note date |
| LineAmountTypes | tax_included | String | "Inclusive" or "Exclusive" |
| CreditNoteNumber | document_number | String | Credit note number |
| Reference | reference | String | Credit note reference |
| CurrencyCode | currency | Relation | Currency code |
| Status | N/A | String | Always "SUBMITTED" |
| SentToContact | N/A | Boolean | Always false |
Line Item Field Mappings
| Xero Field | Zudello Field | Data Type | Notes |
|---|---|---|---|
| ItemCode | item | Relation | Item SKU |
| Description | description | String | Line description |
| Quantity | quantity | Decimal | Line quantity |
| UnitAmount | unit_price | Decimal | Unit price |
| AccountCode | account | Relation | Account code |
| TaxType | tax_rate | Relation | Tax type |
Processing Logic
Tracking Categories
The integration supports tracking categories for detailed financial analysis. The first tracking category in Xero is mapped to Location in Zudello, and the second is mapped to Subsidiary.
Status Management
AR credit notes are always created in Xero with a SUBMITTED status, making them ready for immediate processing.
Key Differences from AR Invoices
- Type: Credit notes are created with the
ACCRECCREDITtype. - Status: The status is always
SUBMITTED, notDRAFT. - No Planned Payment Date: This field is not included for credit notes.
Related Documentation
- AR Invoice - Sales invoice processing with similar structure
- Contact - Customer master data for credit note relationships
- Customer - Customer creation workflow
- Account - Chart of accounts for sales account coding
- Tax Rate - Tax rate references for sales transactions
- Item - Item master data with sales pricing
- Currency - Currency references for multi-currency credits
- Tracking Category - Location and subsidiary tracking setup
- AP Credit Note - Purchase credit processing for comparison
- Overview - Integration architecture overview