Applies to: ConnectWise Manage, Datto Autotask PSA, and Xero
Possible reasons why a surcharge invoice needs to be voided:
Incorrect Surcharges Applied to Auto-Payments
Payments that require Refunds
Here's how to do it:
- Log into Xero.
- Search for the Invoice
- Click the Payment hyperlink
- Select Options
- Click Remove and Redo
- Find the invoice in Xero again
- Click Invoice Options
- Click Void