Recording Payments
This page focusses on the functionality and behaviour of invoice payment records syncing between StayOnHire and Xero once connected. Ideal for both new and experienced users.
Overview
For the best experience, we recommend having your Xero integration set as below for recording invoice payment sync behaviour and direction:
Xero Resource: Payments "Toggled on"
Sync Direction: "StayOnHire sends & receives"
StayOnHire Edibility: "Can be edited"
Configuration & Setup
To ensure your integration is setup correctly, complete the following checklist:
Complete the Xero Getting Started guide
How it Works
A simple overview of how Xero recording invoice payments will look in your business:
An invoice is synced between StayOnHire and Xero
Payments recorded on these invoices will be updated in both Xero and StayOnHire, including amounts paid, account etc.
Outstanding invoices and amounts due remain consistent between your StayOnHire and Xero accounts and all active jobs
Testing your integration
The following steps will record an invoice in your Xero account once completed. Please consult your accountant or bookkeeper to ensure this does not cause unnecessary confusion or complication for your team.
To test an invoice sync to your Xero account, follow the below steps:
Confirm StayOnHire Receives
1. Add a payment in Xero
Find an invoice that has synced between your StayOnHire and Xero account.
Add a payment using the standard Xero user interface button:
2. Sync invoice
Manually sync the invoice to see the new payment reflected in StayOnHire:
Invoice payments made in Xero will automatically sync every hour on the round hour (i.e 1PM, 2pm etc.) if not manually triggered as pictured below.
Confirm StayOnHire Sends
1. Add a payment in StayOnHire
Find an invoice that has synced between your StayOnHire and Xero account.
From your StayOnHire account, record a payment:
2. Refresh your Xero invoice page
New payments added in StayOnHire will be now be updated in both your Xero and StayOnHire accounts:
Payment History
To view a history of payments in StayOnHire, click the 'Payment Status' field at the top of any of you approved invoices and select the option 'View payment history':
A bottom sheet detailing payment logs will display payment details:
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