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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 Retail POS sales history.

Setup

  • Retail POS for Mac or PC
  • Xero 

Steps

  1. Click sales history
  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 Retail POS.

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