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