How to remove a payment from an on account sale that was applied in Xero


Latest update: - Lucia Palozzi

Objective

Remove a payment from an on account sale that originated in Xero and was then synced back to Vend.

Setup

  • Vend for Mac or PC
  • Xero integration

Steps

  1. Find the sale you want to remove payment from in the Sales Ledger
  2. Click to expand the sale
  3. Click Xero 
  4. Click View on Xero
  5. On the Xero invoice, click the payment you want to remove
  6. Click Options
  7. Click Remove and redo
  8. In Vend, click Check for Xero payments in the Xero menu for the affected sale