How do I delete a sales invoice after sending to Xero?

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By Michael Schwartz

updated 22 days ago

After you send a settlement to Xero taxomate allows you to remove the sales invoice within the app.

OPTION 1. Invoice Not Reconciled with Deposit in Xero

STEP 1To get started, go to the Settlements page.

STEP 2Select the settlement you would like to delete from Xero.

STEP 3. In the top right, select Delete from Xero.

OR you can bulk select the invoices you would like to delete and select Delete Only Invoices on the top toolbar.



OPTION 2. Invoice Reconciled with Deposit in Xero

STEP 1Select the Business menu and then Select Sales Overview.

STEP 2Click the 'Paid' box to open up the list of invoices awaiting payment.

STEP 3Click the blue Payment link in your invoice or bill. If you're using new invoicing, click Less payment.

STEP 4. Click Options, then select Remove & Redo.

STEP 5. Go to the Settlements page in taxomate.

STEP 6Select the settlement you would like to delete from Xero.

STEP 7. In the top right, select Delete from Xero.

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