Sync error handling - Xero


  1. Invoice
    INV-7853
    'Invoice not of valid status for modification' 'This document cannot be edited as it has a payment or credit note allocated to it.'
    1. The cause is that a payment has been applied to an invoice in Xero and has also been reconciled.
    2. Xero won't let the sync update it.
    3. There are 2 options. 
      1. First is to deal with the payment in Xero to let the sync be successful. 
      2. Second is for us to set the map on the invoice where the customer will need to apply the payment manually in Xero because the sync can't.
    4. Send canned response and note the invoice(s) that failed.
    5. "Xero - Invoice not of valid status for modification"
  2. Unable to update invoice. Please remove all payments and sync again.
    1. The cause is that a payment that isn't from CoreBridge has been applied to the invoice in Xero. That happens when the Xero bank feed is turned on and they apply a payment to the invoice that is from the bank feed instead of letting the sync apply the payment from CoreBridge
    2. Send canned response and note the invoice(s) that failed.
    3. "Unable to update invoice. Please remove all payments and sync again."
  3. INV-7523

    ABP Consultants

    'Sorry, Due Dates cannot be more than 999 days after the invoice date.' 

    1. Issue is with the payment terms set on the customer in Xero

    2. Canned response: "Xero - Invoice - Sorry, Due Dates cannot be more than 999 days"

    3. Note the customer

    4. close the ticket

  4. Payment
    CB-xxx
    'The Type field is not valid for an update. This must be either 'SPEND', 'RECEIVE'.

    1. The sync is trying to update Xero but Xero isn't letting it.

    2. It's usually that a payment already exists on the invoice that needs to be updated but Xero doesn't allow the sync to touch the invoice due to the payment. In this case the payment needs to be removed for the sync to be successful.