While Link My Books offers a convenient rollback feature, there might be rare occasions when it encounters an issue or fails to complete. In such cases, you may need to manually void the settlement entries directly within Xero. This guide outlines that process.
Step 1 - Remove any attached payment in Xero
Open the invoice or bill via the View on Xero link provided in Link My Books or via direct links provided by our support team or in app:
In app you may have seen links like this too:
Once in Xero click the blue Payment link in your invoice or bill. If you're using new invoicing, click Less payment - [date].
Click Options, then select Remove & Redo.
Step 2 - Delete/Void the entry in Xero
Click the 3 dots menu icon, then select Delete/Void.
Click Delete/Void to confirm.
Step 3 - Rollback the settlement in Link My Books
From the main settlement dashboard select the Rollback option from the action menu:
This will validate the rollback on the Link My Books side and mark the settlement as ready to send.
If the settlement doesn't rollback, please contact support and we can manually mark the settlement as unsent.
Step 4 - Re-send the settlement in Link My Books
You can then re-send the settlement using the Send To Xero option in the action menu.