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"

This configuration page is accessible in the settings of your StayOnHire account

Configuration & Setup

To ensure your integration is setup correctly, complete the following checklist:

1. Complete the Xero Getting Started guide

How it Works

A simple overview of how Xero recording invoice payments will look in your business:

1. An invoice is synced between StayOnHire and Xero

2. Payments recorded on these invoices will be updated in both Xero and StayOnHire, including amounts paid, account etc.

3. 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: