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

Deleting your invoice from Xero in taxomate

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 1. To get started, go to the Settlements/Payouts page.
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​STEP 2. Next to the settlement/payout select Delete Invoice.


OR you can bulk select the invoices you would like to delete and select Delete Only Invoices on the top toolbar.
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OPTION 2. Invoice Reconciled with Deposit in Xero


​STEP 1. Select the Business menu and then Select Sales Overview.
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​STEP 2. Click the 'Paid' box to open up the list of invoices awaiting payment.
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​STEP 3. Click the blue Payment link in your invoice or bill. If you're using new invoicing, click Less payment.
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​STEP 4. Click Options, then select Remove & Redo.
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​STEP 5. Go to the Settlements page in taxomate.
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​STEP 6. Select the settlement you would like to delete from Xero.
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​STEP 7. In the top right, select Delete from Xero.

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