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Change debtor on an unsigned agreement and handle Xero invoice voids

Update debtor on unsigned agreements and ensure Xero invoices are voided correctly.

Alex Millar avatar
Written by Alex Millar
Updated this week

Change debtor on an unsigned agreement and handle Xero invoice voids

If you need to change the debtor on an agreement that has not yet been accepted, follow these steps to keep charges and ensure Xero stays in sync.

Update the debtor name

  1. Go to Xero contacts

  2. Update the client name

  3. Go to the the Integrations page and refresh the integration to resync the new contact names

  4. Go to the agreement page and check that the agreement name has been updated

Move charges to a new debtor

  1. Cancel the current agreement in Agreements.

  2. Keep the charges when retracting so they remain available for the new agreement.

  3. Go to Mapping and map to the correct customer.

  4. Send the new agreement either from the Invoices page by selecting the draft and clicking Send now, or from Billing using Preview and Enable Recharging and selecting Send Agreement now.

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