Unlinking Invoices and Payments from Xero in Actionstep

You can unlink invoices and payments between Xero and Actionstep, which allows you to edit or delete the invoice in Actionstep as needed. Unlinking is necessary before you can edit or delete an invoice in Actionstep.

Unlinking a Payment

To unlink a payment:

1. In Actionstep, go to Admin > Accounting. The Accounting page appears.
2. Click Edit next to the Xero: Payments option. The Linked Xero Payments List page appears.
3. Find the specific payment you want to unlink. To help, use the options on the Filter menu. 
4. Select the checkbox next to the payment you want to unlink and click Unlink from Xero.
   

Unlinking an Invoice

To unlink an invoice:

1. In Actionstep, go to Admin > Accounting. The Accounting page appears
2. Click Edit next to Xero: Sales Invoices. The Linked Xero Invoices List page appears.
3. Find the specific invoice you want to unlink. To help, use the options on the Filter menu. 
4. Select the checkbox next to the invoice you want to unlink and click Unlink from Xero.
   
5. Unlink the invoice:
   • Click the checkbox next to the desired invoice.
   • Click the "Unlink from Xero" button.

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. However, 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.

To remove a payment from an invoice:

1. In Actionstep, view the relevant matter. (See Editing a Matter for help.)
2. Click the Billing menu icon. The Billing page appears.
3. Click Invoices from the list on the left. 
4. Open the invoice you want to remove the payment from. 
5. Click the Payment history tab. 
6. Select the payment you want to remove.
   
7. Click Delete or Reverse. Deleting will completely remove the payment and reversing will maintain a record of the payment.