How to edit on account sales that have posted to Xero

Objective

Accessing the edit page of a closed on account sale to change the customer name or add a note.

Setup

  •  Vend for Mac or PC

Steps

  1. Go to Sales Ledger
  2. Find the on account sale and click View receipt
  3. Change the URL by replacing /viewreceipt/ with /edit/id/Screenshot_2018-11-27_at_10.33.22.pngScreenshot_2018-11-27_at_10.35.07.png
  4. Hit Enter
  5. Enter the correct customer in the Customer name field or add the missing note
  6. Click Save

Additional Information

If the on account sale is already synced to Xero, the customer needs to be edited manually on Xero's side to match the information in Vend.