This guide provides an overview of the "Reverse Invoice - With Xero" button on an Invoice.

1. Select the Invoice that needs to be reversed.

2. Click on "Reverse Invoice - With Xero"

Note: Please ensure the invoice is already synced to Xero before reversing. If it has not, errors will appear on the screen and stop you from proceeding.

3. Select your Xero Tenant Record then click Next

4. This screen will show the total amount to be reversed. Click Next to continue

5. The next screen confirms the reversal is created in Unity PMS and gives you the option to sync the new reversal record here instead of the Xero Manager page.

6. The next screen confirms the reversal was synced to Xero as a Credit Note and gives you the option to allocate the credit note to the original invoice. Selecting the 'No' Option allows you to allocate the credit note manually at a later date.

7. The invoice will update to reversed after the above steps are completed.

8. And the invoice will be fully reversed in Xero.