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:

  1. Log into Xero.
  2. Search for the Invoice
  3. Click the Payment hyperlink
  4. Select Options
  5. Click Remove and Redo
  6. Find the invoice in Xero again
  7. Click Invoice Options
  8. Click Void