Import Payments to HirePOS
This document provides a step-by-step guide on how to import payments from Xero into HirePOS.
In Xero, you can only apply a payment against an existing Invoice, so firstly, you must export the Invoice from HirePOS to Xero via the Xero Exporter.
In Xero, you will apply a payment to the Invoice that has been exported. Typically the Payment may be applied to the Invoice via the Xero "Bank Feeds", which represent a list of transactions from your bank statement.
To transfer this payment record back to HirePOS and auto-apply it against the Invoice back in HirePOS, you need to navigate to the Payments (Import) tab in the Xero Exporter.
Click the Refresh button (located at the top-left) to list payments within the current date period.
Click the Xero Transfer button to begin transferring selected payments back to HirePOS and automatically apply them to the relevant invoices.
Optionally you can confirm that payments has been successfully imported by navigating to Payments > Find Payments in HirePOS.
You should see the payment reflected with a note in the Memo field indicating that it was imported from Xero.