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Xero

A complete overview of Xero Integration.

Invoices/Payments

Everything you need to know about your invoices and payments

Xero Integration - Edit or cancel invoicesModifying or cancelling your invoices in Xero.
Xero invoice payment not scheduled for collection in DDCMSReasons behind your Xero invoice not syncing with DDCMS.
Xero invoice not marked as paid although payment has been collectedXero invoices still pending after Direct Debit (DD) collection.
Xero Integration - Payer has set up a Direct Debit but no payment scheduledPayer Signed Up for Direct Debit via Xero Invoice – Contract Displays Zero Amounts to Be Collected.
Xero invoice payment collected from the wrong Direct Debit contractSteps to resolve bank Account mix-up during the payment process.
Xero represent and collecting failed paymentsView failed payments in Xero and collect failed represented payments.
Xero Integration - Check paymentsChecking received payments or invoice payments that have been successful.
Xero Integration - Invoice disbursal showing within incorrect account in XeroMy Direct Debit funds from invoices are showing in the wrong account in Xero.
Xero Integration - ARUDD in DDCMS but invoice not marked as unpaid in XeroInvoice still marked as paid.
Xero Integration - Invoice status updated too early in MiddlewarePayments marked as paid in Xero but unpaid in DDCMS.
Xero Integration - Invoice payment not scheduled in DDCMS for a newly linked Xero contactLinking a Xero contact to a Direct Debit in Xero – Invoice not scheduled in DDCMS or assigned to the incorrect Direct Debit.
Xero Integration - Is it possible to flag some invoices to not be collected by Direct Debit?Not processing a payer's invoices via Direct Debit.
Xero Integration - Payment not updated in DDCMS after invoice updateCredit note applied to an invoice but payment amount not updated in DDCMS.
Xero Integration - Apply a credit note to an invoice in XeroApplying a credit note to an invoice in Xero.
Xero Integration - Do I select the Access PaySuite Payment Service for individual invoices?Configuring Xero Middleware settings for Access PaySuite Payment Service.
Xero Integration - Paid Invoice showing on Pending tab in MiddlewareDirect Debit payment successfully collected but still displayed as pending in the Xero Middleware.
Xero Integration - Sales Invoice only Xero user cannot access the MiddlewareThe Xero Middleware only allows standard and adviser user roles to link customers.
Xero Integration - When are payments marked as paid in Xero?Find out when payments should be changed to showing as paid in Xero.
Xero Integration - When are the payments for new invoices created in DDCMS?New invoices captured by the Middleware.
Xero Integration - invoice scheduled for collection on incorrect dateInvoice assigned an incorrect collection date.
Xero contact changes and Direct Debit collection in DDCMSChanges to invoice contacts in Xero can affect how Direct Debit payments are allocated in Access PaySuite DDCMS. Follow the correct process to ensure payments are matched accurately to the…