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Send a payment to Xero

Push a payment marked Not in Xero across to Xero once the invoice is synced or Xero is reconnected.

Who can do this: adminsUpdated

A payment is tagged Not in Xero when it was recorded while Xero was disconnected, before the invoice was synced, or when Xero didn't answer in time. Hover over the tag to see why.

Before you start

  • You need permission to edit finance.
  • Xero must be connected, and the invoice must already be in Xero.

Steps

  1. Open the invoice and find the payment tagged Not in Xero in Payments.
  2. Click Send to Xero under it.
  3. In Send payment to Xero, choose the bank account under Paid into.
  4. Click Send to Xero.

What happens next

  • The payment is created in Xero and the tag disappears.
  • The action is recorded in the invoice's History.

Good to know

  • If the invoice isn't in Xero yet, you'll be asked to sync it first. Use the retry arrow in its Sync column on Finance.
  • You don't always have to do this by hand. Payments waiting for Xero are also sent the next time the invoice syncs.
  • If Xero already has a payment with the same amount and date on that invoice, Techstyles links the two instead of creating a duplicate.