Unlinking Invoices and Payments from Xero in Actionstep

This guide explains how to unlink invoices and payments between Xero and Actionstep. Unlinking is necessary before you can edit or delete an invoice in Actionstep.

Important: If a payment has already been applied to the invoice, you need to unlink the payment first before unlinking the invoice.

Unlinking a Payment

1. Navigate to the payment: Go to Admin > Accounting > Xero: Payments.
2. Filter the list to find the specific payment you want to unlink. You can filter by date, client, or other criteria.
3. Select and unlink the payment: 
   • Click the checkbox next to the desired payment.
   • Click the "Unlink from Xero" button.

Unlinking an Invoice

1. Navigate to the invoice: Go to Admin > Accounting > Xero: Invoices.
2. Find the invoice you want to unlink by searching or filtering the list.
3. Unlink the invoice:
   • Click the checkbox next to the desired invoice.
   • Click the "Unlink from Xero" button.

Note: After unlinking the invoice, it will still exist in Xero. You will need to delete it directly in Xero, once you approve the invoice again it will recreate the invoice in Xero.

Removing a Payment from an Invoice (Optional)

If a payment has already been applied to the invoice, you need to remove it before you can revert the invoice back to draft status for editing or deletion.

Skip this step: If there was no payment applied to the invoice, you can skip these steps and proceed directly to reverting the invoice to draft or deleting the invoice.

1. Open the invoice:
2. Navigate to the relevant matter.
3. Open the invoice.
4. Remove the payment:
   • Click on the "Payments" tab.
   • Select the payment you want to remove.
   • Click the "Delete" or "Reverse" button. Deleting will completely remove the payment and reversing will maintain a record of the payment.

Revert the invoice to draft:

Once the payment is removed, you can now revert the invoice to draft status if needed. This allows you to edit the invoice before approving it again.

Delete the invoice:

If you no longer need the invoice, you can now delete it permanently.

By following these steps, you can successfully unlink invoices and payments between Xero and Actionstep, allowing you to edit or delete the invoice in Actionstep as needed.