Please see below instructions for reversing invoice in Actionstep linked to Xero

 

PAYMENT HAS NOT BEEN APPLIED TO INVOICE:

 

1. Void/delete invoice in Xero 

 

2. Unlink invoice in Actionstep from Xero – go to Admin>Accounting>Sales Invoices>Tick the appropriate invoice and then click “unlink from Xero

 

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You will now be able to go back and amend the invoice within the matter – best practice is to delete the invoice and start again, this allows a smooth transition to Xero when you “save & approve” this invoice. Should you wish to revert the invoice back to draft - before you "save & approve" you will need to go to Additional Settings and alter the invoice number as this has already been used/pushed to Xero and you will receive an error. You need to have a unique identifying factor attached to the invoice number (i.e. was 2222 and now is 2222. or 2222a)

 

PAYMENT HAS BEEN APPLIED TO INVOICE:

 

1. Remove/delete the payment from Xero

 

2. Void/delete invoice in Xero

 

3. Delete payment in Actionstep from Xero – go to Admin>Accounting>Xero: Payments >Tick the appropriate invoice and then click “unlink from Xero

 

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4. Repeat as per instructions above from point 2.