Voiding Xero Invoice from the SMS

Voiding Xero Invoice from the SMS

Idea
Overview

In this tutorial, we will show users how to void an invoice in XERO from the SMS. Any unpaid exported invoice to XERO can be voided once deleted in the SMS.

InfoNOTE: This exclusive feature is only available for Performance and Compliance Plus Package subscribers. Unlock the full potential of your SMS with the Performance and Compliance Plus Package. To upgrade your plan and access this feature, please contact our Support team.

Notes
Step Tutorial

Step 1. Login to the SMS.

Step 2. Go to Students and navigate through Financial.

Step 3. Under Invoice tab, select the actual invoice.

Step 4. Go to Action and select Delete.

Step 5: Click Delete to confirm action.





Once deleted in the SMS, the invoice will be tagged as Voided in XERO just a few seconds after. 

Alert
IMPORTANT
  1. The SMS does NOT allow deletion of any paid exported invoice in XERO. Any attempts will prompt an error.


Info
NOTE: The Invoice Number in the SMS is the same as the Reference No. in Xero and can be used for searching/sorting of invoices.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.