How to add a note to an on account sale while integrated with Xero


Latest update: - Lucia Palozzi

Setup

  • Vend for Mac or PC
  • Xero integration

Steps

Open on account sales

  1. Click Sales History
  2. Click Continue Sales
  3. Click the sale that you need to add a note to
  4. Click Continue Sale
  5. Click Note
  6. Enter the note 
  7. Click Pay
  8. Click On account

Closed on account sales 

  1. Click Sales ledger
  2. Click the sale you need to add a note to
  3. Click Xero
  4. Click Edit on Xero
  5. Click Add note in Xero

 

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