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Xero Error Message: Payments can only be Made against Authorised Documents

Issue:

  • Receiving Error message in Xero 

Environment:

  • Clio Web App 
  • Xero 

Additional Information:

n/a

Cause:

  • In Xero, Payments are only able to be applied against Invoices that are in the Authorized state (e.g. new Payments cannot be made against Bills in Xero that are already Paid, or against Draft Bills).

  • The most likely reason that you'd see this error is if a user applied Manual payments to a Xero Bill. In such a case, the Bill would transition to Paid in Xero, but would still be Awaiting Payment in Clio. Xero rejects the Payment with an error because it will not allow a Payment to be applied to a Paid Bill.

Resolution:

  1. In Xero, remove the Payment from the Bill in Xero.
  2. In Clio, update the Bill (remove and re-apply the payment)

 

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