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

Sam Pallesen
  • Updated

    • 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.

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    This guide is for information purposes only. While every attempt is made to ensure that information is accurate and up-to-date, some information is subject to change. We encourage you to work with tax, legal and other professional advisers (as applicable) to determine your requirements. Vend will not be held liable for information in this document and reserves the right to alter the content at any time.