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      • Xero, ezyVet, and payment information sync

      • Recommended maximum numbers for invoices and Xero

      • Recommended configuration of Xero to operate with ezyVet

      • General steps to configure ezyVet to operate with Xero

      • The Xero Management dashboard tab

      • Important information about contact records and Xero

      • Sync an ezyVet invoice record to Xero

      • Make a change to an invoice that you synced to Xero

      • General steps to use credit notes for deposits with Xero

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Xero

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Make a change to an invoice that you synced to Xero

If you synced an invoice record to Xero, you cannot make changes to the invoice record. Before you can make a change, you must void the invoice in Xero.

To make a change to an invoice that you synced to Xero, do this procedure.
  1. Select Financial.
    The Financial tab
  2. Select Invoices.
    The Invoices setting
    The left sidebar shows the invoice records of your site.
  3. Find and select the applicable invoice.
    ezyVet shows the settings of the invoice.
  4. Select XERO RECORD.
    The XERO RECORD
    Your browser opens the invoice record in Xero.
  5. Select Credit Note Options.
    The Credit Note Options button
    Xero shows more options.
  6. Select Void.
    The Void button
Xero syncs the change to ezyVet automatically. After the sync is completed, you can make changes to the invoice record.
Tip: If you cannot wait for the sync to complete, select Update Records From Xero in the Xero Management dashboard tab. After you select Update Records From Xero, ezyVet syncs records from Xero immediately. As a result, you can make changes to the invoice.
Parent topic: Xero
Related concepts
  • Recommended maximum numbers for invoices and Xero
  • Recommended configuration of Xero to operate with ezyVet
  • General steps to configure ezyVet to operate with Xero
  • The Xero Management dashboard tab
  • Important information about contact records and Xero
  • General steps to use credit notes for deposits with Xero
Related tasks
  • Sync an ezyVet invoice record to Xero
Related information
  • Xero configuration
  • Xero troubleshooting
  • Xero, ezyVet, and payment information sync

Procedure
ezyVet

Last updated: June 16, 2024

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Related Articles:

  • Xero
  • Xero, ezyVet, and payment information sync
  • Recommended maximum numbers for invoices and Xero
  • Recommended configuration of Xero to operate with ezyVet
  • General steps to configure ezyVet to operate with Xero
  • The Xero Management dashboard tab
  • Important information about contact records and Xero
  • Sync an ezyVet invoice record to Xero
  • General steps to use credit notes for deposits with Xero
  • Xero configuration
  • Xero troubleshooting

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