How to manually check for payments from Xero for on account sales

Objective

Manually check Xero for any payments made in Xero on an invoice for a corresponding sale in the Retail POS sales history.

Setup

• Retail POS for Mac or PC
• Xero 

Steps

1. Click Sales Ledger
2. Find the sale in the list
3. Click on the right-pointing arrow on the left side of the sale
4. Click Xero on the right side of the sale
5. Select Check for Xero payments

Additional Information

If you apply a payment to an on-account sale in Xero, the payment will automatically sync over to Retail POS.

If you don't see Sales Ledger in your account, please contact Support.