Using Xero to mark Ordermentum invoices as Paid

This feature is designed to keep invoices in Ordermentum and Xero in the same status even when payment is accepted outside of Ordermentum.

Process:

1. Apply the payment to the relevant invoice in Xero

Xero Help Article for applying payment to an invoice

2. This will trigger a sync back to Ordermentum which will update the status of the invoice to "paid"

Frequently Asked Questions:

Q: What happens if the payment on the invoice is removed in Xero?

A: The invoice in Ordermentum will not update. Please reach out to support@ordermentum.com to update the status if necessary

Q: What happens if a partial payment is applied on the invoice in Xero?

A: The invoice in Ordermentum will not be marked as paid until full payment of an invoice is applied in Xero

Q: What happens if an overpayment is made in Xero?

A: The invoice in Ordermentum will be marked as "Paid". Xero will create an overpayment as per their regular overpayment process.