Problem
Under some rare occasions (mostly during a customer on-boarding), it may be advisable to delete or void an invoice in Xero. You will typically be advised by Emersion when this is appropriate.
DO NOT void or delete an invoice in Xero if it is linked to an invoice in Emersion and you have not been in contact with Emersion first. |
Solutions
Delete a Xero invoice
In Xero, only invoices in Draft or Awaiting Approval can be Deleted.
When an invoice in Emersion is Approved (or Approved - Do Not Send) we push it to Xero and immediately mark it Approved in Xero (ie. Awaiting Payment).
Given this, the only option available to an Approved (Awaiting Payment) invoice in Xero is to mark it Void - 
see below
Void a Xero invoice
If the scenario calls for it, and you have been in contact with Emersion to assist with rectifying an issue, please ensure you;
- Remove and Redo any payment allocations to the invoice in Xero (ensure you do this in consultation with Emersion as well)
- Edit the invoice in Xero and ensure you modify the Invoice Number. Our suggestion is to put an "x" and the end. For example:
1234567x - Void the invoice in Xero
Now, the same Emersion invoice can be pushed to Xero (as a new invoice) using the same invoice number.
If the above method is not followed, Xero support will NOT be able to edit the invoice number for you and will not restore the status of the invoice. Additionally, any future push attempt from Emersion to Xero will be met with the following error:
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