miBilling: How to Delete a Credit Note that has been Applied to an Invoice

If a credit note has already been allocated (applied) to an invoice, deleting it in miStable will return an error saying the Credit Note status cannot be updated (this error comes from Xero). In this case, you’ll need to first remove the allocation in Xero, then delete the credit note in miStable by following these steps:

1. On the miStable Dashboard, go to Billing from the left menu and select Credit Notes.

2. On the credit note details page, click the Xero CN Number to open the Credit Note details page in Xero.

3. On the Xero Credit Note details screen, remove the allocation by clicking the X next to Less Credit to Invoice ….

4. Go back to the credit note details page in miStable and click Xero Update.

3. Return to the Credit Notes list in miStable, tick the checkbox next to the Date of the credit note you want to delete, then click Delete.