GET PAYMENTS FROM XERO

Owned by Sandra Petrovic
Last updated: Aug 05, 2024
2 min read

Follow the steps below to get the payments from XERO.

 

  1. Navigate to the Accounts screen

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  1. Search invoices from the Receive Payments screen

You may search either by Customer, Invoice Date, Invoice Number, Status and make sure you select the specific Trading Entity

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  1. Once invoices are loaded, click on GET PAYMENTS from the bottom of the screen

 

 

  1. Then it will get payments from XERO

This will appear if there is no payment updated.

Here’s how it looks if it updates payments.

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