# Recording Payments

## 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"

<figure><img src="https://50563950-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lzplo2osBdXGzFtPu2f%2Fuploads%2FfNkPYP6zT7QjkIXRFlvJ%2FScreenshot%202024-05-07%20at%204.19.02%E2%80%AFPM%203.png?alt=media&#x26;token=1af05606-91ab-4182-931a-44adfa855a51" alt=""><figcaption><p>This configuration page is accessible in the settings of your StayOnHire account</p></figcaption></figure>

## Configuration & Setup

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

1. Complete the Xero [Getting Started](https://docs.stayonhire.com/integrations/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&#x20;
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

{% hint style="danger" %}
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 complications for your team.
{% endhint %}

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 accounts.&#x20;

Add a payment using the standard Xero user interface button:

<figure><img src="https://50563950-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lzplo2osBdXGzFtPu2f%2Fuploads%2FzJmRHosXzoIXD95xH16L%2FScreenshot%202024-05-09%20at%201.57.45%E2%80%AFPM.png?alt=media&#x26;token=3efaa269-07b4-4f88-aac2-e956b1a25f2b" alt=""><figcaption></figcaption></figure>

#### 2. Sync invoice&#x20;

Manually sync the invoice to see the new payment reflected in StayOnHire:

{% hint style="info" %}
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.
{% endhint %}

<figure><img src="https://50563950-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lzplo2osBdXGzFtPu2f%2Fuploads%2FE82QIia0QMeLFtfFleui%2FScreenshot%202024-05-09%20at%202.07.43%E2%80%AFPM.png?alt=media&#x26;token=ef1e3af5-2329-47ef-8c0c-cd6538a7f113" alt=""><figcaption></figcaption></figure>

### Confirm StayOnHire Sends

#### 1. Add a payment in StayOnHire

Find an invoice that has synced between your StayOnHire and Xero accounts.

From your StayOnHire account, record a payment:

<figure><img src="https://50563950-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lzplo2osBdXGzFtPu2f%2Fuploads%2FCoRhXsyXgrLbupmJBKLO%2FScreenshot%202024-05-09%20at%202.11.56%E2%80%AFPM.png?alt=media&#x26;token=b87d471b-1c24-4888-9a98-9aadf700a6aa" alt=""><figcaption></figcaption></figure>

#### 2. Refresh your Xero invoice page

New payments added in StayOnHire will now be updated in both your Xero and StayOnHire accounts:

<figure><img src="https://50563950-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lzplo2osBdXGzFtPu2f%2Fuploads%2F8LR4ipx0RJ0n71poXJNO%2FScreenshot%202024-05-09%20at%202.13.29%E2%80%AFPM.png?alt=media&#x26;token=309baa57-0c2f-4516-99a4-e5497df28201" alt=""><figcaption></figcaption></figure>

## Payment History

To view a history of payments in StayOnHire, click the 'Payment Status' field at the top of any of your approved invoices and select the option 'View payment history':

<figure><img src="https://50563950-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lzplo2osBdXGzFtPu2f%2Fuploads%2Fs6rNddc6HVRifJYUHCtY%2FScreenshot%202024-05-09%20at%202.15.53%E2%80%AFPM.png?alt=media&#x26;token=94286725-69e2-4b07-9270-d012ec4e0573" alt=""><figcaption></figcaption></figure>

A bottom sheet detailing payment logs will display payment details:

<figure><img src="https://50563950-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lzplo2osBdXGzFtPu2f%2Fuploads%2FKGkDYvrg7WcQrGNWBzP3%2FScreenshot%202024-05-09%20at%202.17.09%E2%80%AFPM.png?alt=media&#x26;token=b4430356-c104-42b2-95e6-c1355c10f758" alt=""><figcaption></figcaption></figure>
