Unlink a prime invoice that has been exported to Xero

Exported prime invoices can be unlinked when substantial updates are required. In these cases, unlinking allows the transaction to be corrected and then re‑exported accurately to Xero. You’ll also need to delete the original transaction in Xero to prevent duplicates.

1. Go to Accounting Link and select the Accounts Receivable (AR) tab.

2. Select View Prime Invoices - Posted in the Sage CM Prime Invoices section.

3. Specify the From Date and To Date as needed to filter the results by date.
4. Select the prime invoice to be unlinked.
5. Select Unlink Selected Records.