When viewing an invoice on the Add Charges, Payment, or Refund screens you will now see an "" icon next to any Prepayment, Overpayment, Payment, or Credit Note Allocation. To delete that allocation, follow these steps.


Businesses Not Using Our Real-Time Xero Cloud Accounting Integration


  1. Open the Invoice on the Add Charges, Payment, or Refund mode.
  2. Next to the allocation you will see an "" icon. Click this to remove the allocation and accept the warning.


Businesses Using Our Real-Time Xero Cloud Accounting Integration

  1. In Xero navigate to the Search Icon ?  in the top right 
  2. Search by the Prepayment, Overpayment, Payment, or Credit Note invoice number. You can also search by contact name.
  3. Open the invoice with the negative credit or payment.
  4. At the bottom right, click the "X" icon to delete the allocation in Xero.
  5. Now in Molo open the Invoice on the Add Charges, Payment, or Refund mode.
  6. Next to the allocation you will see an "" icon. The system will automatically detect if the Xero allocation was deleted in step #4 and you need only accept the warning to complete the process.