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Using Xero to mark Ordermentum invoices as Paid
Using Xero to mark Ordermentum invoices as Paid
Updated over 2 years ago

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

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

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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.

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