Docs
Issue Overview
The invoice was issued on March 1st, and the period closed on April 30th. The invoice was voided on May 29th and synced on May 30th. Syncing the voided invoice on May 30th reduced the past sales figure for the April closing period. Ideally, voiding the invoice in Chargebee should not update Xero.
Invoice issue date: 1st March
Period close: 30th April
Invoice voided date: 29th May
Voided Invoice sync date: 30th May
The ability to void invoices in Xero depends on the lock dates set within Xero. If a lock date is enabled, Xero may prevent Chargebee from voiding invoices. This article explains how lock dates and user roles impact this process and how to check your permissions.
Lock Dates in Xero
Xero allows businesses to set lock dates to prevent changes to transactions after a certain period. Lock dates apply to all user roles except the adviser user role.
Checking User Roles in Xero
To verify user roles and permissions in Xero:
Chargebee’s Role in Voiding Invoices
Even if Chargebee attempts to void an invoice, Xero will block the request if the lock date is enforced. The ability to void invoices depends entirely on Xero’s user permissions and lock settings.
Next Steps
Articles & FAQ