miBilling: Deleting invoices - with and without payments allocated

This guide explains how to delete invoices in miStable, depending on whether a payment has already been allocated or not.

Case 1: Invoice without any payment allocated

If the invoice has no payment, you can delete it directly with the following steps:

1. From the Dashboard, go to Billing → Invoices.
2. Tick the invoice you want to delete.
3. Click Delete and the invoice will be removed from the system.

Case 2: Invoice with a payment allocated

If a payment has already been applied, the system will not allow you to delete the invoice. When you try to delete it as in Case 1, you will see an error message.

In this case, you need to remove the payment first, then delete the invoice:

1. From the Dashboard, go to Billing → Invoices.
2. Click View to open the invoice details.

3. Click the Invoice Number to open the invoice in Xero.

4. On the invoice details page in Xero, click “Less Payment …” to open the payment details

5. On the payment details page in Xero, click Options and select “Remove & Redo”

6. Return to the invoice details page in miStable and click Update Status.

7. Go back to Billing → Invoices, then delete the invoice as normal (follow Case 1).