This article shows how an order flows through CoreBridge and Xero for a Voided order. This is for Xero Detail Sync only.

STEP 1

• Order is Completed in CoreBridge

STEP 2

• Order Syncs to Xero

STEP 3

• Payment is entered in CoreBridge

STEP 4

• Once the payment is reconciled in CoreBridge it then syncs to Xero and is applied to the invoice.

• Transaction list in Xero showing the invoice and the payment

STEP 5

• The Completed order is then edited in CoreBridge. For this example the QTY was changed to 2 so before and after will have different numbers to make identification easier.
• This is the new order.

Result from the Customer's order history:

• The Original order is voided and appended with "-V"
• A New Order is created with the same order number.

STEP 6

• When you sync to Xero you get an Invoice error. The sync can't update the invoice in Xero because there is a payment applied. The payment needs to be manually removed from the invoice in Xero.
• This is the error message

• This is what you click to remove the payment so that the sync can update the invoice.

• The payment remains in Xero but is just not allocated any longer to the invoice.

STEP 7

• Run a sync again.
• This is the result in Xero.
• The original invoice is updated and the name changes. "-V" is appended to the name to signify it has been voided in CoreBridge. It is not officially a Void in Xero. Do not actually VOID the order in Xero.
• You get a credit to offset the invoice.
• The payment is waiting to be applied to the future order.

• This is the updated invoice with credit applied.

• This is the credit.

STEP 8

• Complete the order in CoreBridge

STEP 9

• Run a sync
• This is the new order.
• Transaction list in Xero showing the transactions.