Xero Error Message: This Document Cannot Be Edited as It Has a Payment or Credit Note Allocated to It

Issue:

• Receiving Error message for Xero sync

Environment:

• Clio Manage
• Xero

Additional Information:

n/a

Cause:

• In Xero, payments can only be applied against Invoices that are not already Paid.

• This could happen if manual payments were applied 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. Remove any Payment/Credit Note from the Bill in Xero.
2. Apply the Payment in Clio.
3. Let the Clio Payment sync over to Xero.