When an invoice is created in error it is archived in Cliniko. With the Xero integration being immediate, the downfall is that the invoice created in error is synched with Xero. But once the invoice is archived in Cliniko, the phantom invoice remains in Xero. Can this be fixed?
We’ve had this problem too. To combat this issue, we no longer archive invoices in Cliniko. We just void the invoice in Cliniko and Xero. This means the invoices remain in both, and it doesn’t cause issues with the integration.
Thanks for the great ideas. What do you mean by 'void the invoice in Cliniko and Xero"? Do you $0 out the amount? Does this change flow through to Xero?
Yes we void in Cliniko by changing the amount to $0.00. We then add a comment to the note section of the invoice to say that it was voided, with the date (for reference).
Sometimes the change will integrate to Xero (changing the amount to $0.00), if it doesn’t you can manually void the invoice, via the invoice / void function in Xero.
Hope this helps.