![]() ![]() If you keep it the same Xero will see that it already has an invoice with that number and will not allow you to save it. Now when you save the invoice again it will generate a new invoice in Xero that you can process the payment against.Before you do this make sure you update the invoice number. Once you have broken the link for the invoice you can move the Actionstep invoice into draft status by clicking the Edit button in the bottom left hand corner of the Actionstep invoice. You can find out how to do this by referring to our Xero Troubleshooting. The easiest way to do this is to break the connection between Actionstep and Xero for the invoice that you have in Actionstep. You will have to generate a new invoice to replace the voided one. You will have to first investigate the cause of the error message by logging into your Xero account and seeing if the invoice has had a payment posted against it or voiding the invoice. In this case someone has logged into Xero and either voided the invoice in Xero or processed a payment against the invoice in Xero. As the connection between Actionstep and Xero is one way, only changes made in Actionstep will be processed in Xero, changes in Xero will not be pushed through to Actionstep. This is caused by changes being made to the invoice in Xero. #2: Payment amount exceeds the amount outstanding on this document. When trying to make a payment against a sales or supplier invoice: Failed Posting Payment Xero: XERO API Exception Detected: #1: Payments can only be made against Authorised documents. If you change the reference to a unique number then it will create a new record correctly. Xero sees this creation as trying to update the record with that reference but doesn't allow it (most likely because it is paid in Xero). Typically this is caused because the invoice you are trying to create has the same Supplier Invoice reference number as a previously entered supplier invoice. #2: This document cannot be edited as it has a payment or credit note allocated to it. When trying to create a new Supplier invoice: Error: Failed posting to Xero: XERO API Exception detected: #1: Invoice not of valid status for modification. If you are unsure how to do this please contact Actionstep support. If this happens you will have to account for this when you are processing the payment to invoice again after you have addressed the cause of the error message. If you are trying to process a payment to an invoice and have not used the Trust Surplus option from the "Pay To:" drop down and you get a Xero API exception error this will stop one of the transactions above from going through but the other will still occur. A bank to bank transfer of funds from your trust account to your business account. ![]() The invoice will have a payment loaded against it and the matters trust balance will be reduced by the amount of the payment. If you are paying an invoice from trust via printed check (not to Trust Surplus) Actionstep treats this as two transactions: ![]()
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