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
- Click Sales Ledger
- Find the sale in the list
- Click on the right-pointing arrow on the left side of the sale
- Click Xero on the right side of the sale
- 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.
If you don't see Sales Ledger in your account, please contact Support.