Overview
Actionstep uses a two-step process when processing payments. Users have to create a credit note and then apply this credit note to the invoice you wish to credit.
| WARNING: Please note that you cannot complete a client refund or a write-off as these transactions do not flow through to Xero. |
In order to write off an amount or credit an invoice you will need to go through the following steps found in this article on credit notes: Credit Notes
See this video for the complete process
Related Articles:
- Xero Configuration in Actionstep Practice Pro + Accounting
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