Understanding Lock Dates in Xero

Problem Statement

You want to know why Chargebee cannot void an invoice in Xero, or why voiding in Chargebee updates Xero in a way that affects closed periods. This is controlled by Xero lock dates and user roles.

Solution

Xero uses lock dates to prevent changes to transactions before a certain date. Whether a void can be synced depends on the lock date and the user role used for the Chargebee–Xero connection.

• If Chargebee is connected with an Adviser user role in Xero, it can void invoices even when a lock date is set.
• If the connection uses any other role, Xero will not allow voiding invoices that fall before the lock date.

So if an invoice was issued in a period that is now locked, voiding it in Chargebee and syncing may be blocked by Xero. For more detail, see Xero’s Set up and work with lock dates.

Steps to Set It Up

1. In Xero, click your organisation name and open My Xero to see your user role for that organisation.
2. To change roles or permissions, follow Xero’s Change a user's role or permissions.

Important Notes

Chargebee sends the void request to Xero; Xero decides whether to allow it based on lock dates and the integration user’s role. If voiding still fails after confirming the role and lock settings, contact Xero Support. Chargebee cannot override Xero’s lock date behaviour.