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Get Payments from Xero

Get Payments from Xero

Owned by Sandra Petrovic
Last updated: Feb 25, 2025
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, A pop up will show, just click on START.

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  1. Then it will get payments from XERO

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This will appear if there is no payment updated.

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Here’s how it looks if it updates payments and how many were updated. If you click the VIEW button this will show invoices that were able to get payments from XERO.

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