How to manually check for payments from Xero for on account sales

Objective

Manually check Xero for any payments made in Xero on an invoice for a corresponding sale in the Vend sales ledger.

Setup

  • Vend for Mac or PC
  • Xero 

Steps

  1. Click Sales Ledger
  2. Find the sale in the list
  3. Click on the right-pointing arrow on the left side of the sale
  4. Click Xero on the right side of the sale
  5. Select Check for Xero payments

Additional Information

If you apply a payment to an on-account sale in Xero, the payment will automatically sync over to Vend.