🤓 At the top of the payment panel you will have a clear message stating the statut of this payment on Xero with a direct link to Xero:
- if a payment has successfully gone through to Xero, then at the top of the panel payment you will see the message "The payment is complete on Xero" with a link to it directly.
- if a payment has been pushed as a draft bill, the message will accordingly state so, and you will have a link to "Update this payment in Xero" so that a finalized "account transaction" is created in Xero.
🤓 Need some help to manually add a payment in Xero from the "draft" or awaiting payment" section ? Have a look at our video:
- if, for some reason, you tried to push payments to Xero and something goes wrong (incomplete information for example), then these payments will display a little warning icon in the listing and the message at the top of each payment panel will state "Something went wrong when exporting this payment to Xero. Please check that the payment is complete and try again". Again you will have a direct link to "Re-export this payment".
These error messages will be displayed in the Exported tab of the Payment Inbox feature, if it has been activated on your account.