Editing an invoice – i.e. Rebate for a supplier.
- In the Business menu, select Invoices.
- Find and open the invoice.
- Click the Invoice Options button, then select Edit.
- Make your changes to the invoice. You can edit any field, and drag and drop invoice lines to reorder them.
- Click Update.
Voiding a sales invoice
Once the invoice has been voided in Xero it needs to be synced across to the Builders portal to clear it from the claims history.
- In the Business menu, select Invoices.
- Find and open your invoice. Use search if you know the contact’s name or invoice amount.
- If the invoice is already paid or partly paid, you will need to remove the payment that was applied. This can be done by opening the payment link and selecting the Remove & Redo tab. Be sure to remove all payments. These can be re-applied once a new invoice has been created.
- Click the Invoice Options button and select Void.
- Click Ok to confirm.
Invoices in awaiting payment status need to be voided individually. Now you can perform the synchronisation to clear the invoice in the Builders portal and start a new one.