Overview

Any invoice, credit note or payment that you make in Actionstep will be pushed through to Xero. Actionstep and Xero maintain a link for this invoice, credit note or payment so that if you make any changes to it the changes can flow through to Xero. Things like making a payment against a linked invoice will create a payment on the same invoice in Xero.

When the Link is in place Actionstep does stop you from doing something that would break the link like moving an invoice into draft in Actionstep. This unposts the invoice from the Actionstep General Ledger which basically means there is nothing on the Actionstep side of things to link to. However, sometimes you need to be able to manually break this link to make changes to an invoice or other item.

How it works

To allow you to do make changes to an item you have linked to Xero Actionstep will let you manually break the link between an Actionstep item and a Xero item. An Actionstep Administrator can do this by going to Admin > Plugins > Xero > Linked Invoices. You will note that there is a menu option for Linked Invoices, Linked Credit Notes, Linked Payments and Linked Transactions.

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This will show a list of all the items of the type you chose (Invoice, Credit Note, Payment, Transaction). Use the filter function to find the item you want and then tick the box to the left of it. Now you can choose Unlink from Xero from the toolbar above.

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This will break the link to that one item for Xero.

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