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Importing Payments from Xero

Learn how to import the payments added in Xero into Precoro.

TABLE OF CONTENTS

In Precoro, you can create and send approved invoices to Xero. Read more on how to work with this function here.

How an Integrated Payment Process Works

1. Create an invoice in Precoro.

2. Approve it in Precoro so that it will be automatically sent to Xero.

3. Approve the bill in Xero and add payment.

4. Precoro adds the payment to Precoro automatically if you turn on automatic import, or you can still import it manually by Payment Date range.

How to Set Up Automatic Payment Import

To turn on the automatic payment import:

  1. Go to  the Integration page

  2. Activate the Import payments from Xero checkbox. You'll see the hint next to it:

"The Payment will be automatically created once the Invoice gets Paid status in Xero."

import-payments-xero

Once the feature is enabled, Precoro checks every Invoice update coming from Xero and creates a matching payment in Precoro when one's been added on the Xero side.

  • The invoice status in Precoro changes based on the payment amount: Partly Paid if the payment covers part of the Invoice total, or Paid if it covers the full amount.
  • Precoro validates the payment amount against the invoice total: a payment can't exceed the invoice amount.

💡 Please note: Turning on automatic import doesn't disable manual import.

How to Import Payments to Precoro Manually

You can import payments from both the Payments page and from the Integration page.

To import data from the Payments page, follow these steps:

1. Open the Payments page and choose the Payment Date range for the ones you wish to import.

Please note that the payments import window is only available when you choose the Approved Invoice type of document.

2. Press the Import from Xero button below, and Precoro will notify you of the number of imported objects.


To import data from the Integration page, follow these steps:

1. Open the Integration page and choose the Payment Date range for the ones you wish to import.

2. Press the Import Payments button below, and Precoro will notify you of the number of imported objects.

Payment Cancellation 

If automatic import is enabled, deleting a payment in Xero automatically cancels the matching payment in Precoro.

If you import payments manually, one-way integration is established for payments, so canceling a payment in Precoro won't affect the payment in Xero.

If the payment is deleted in Xero, it will still exist in Precoro. You can Cancel the imported payment from Xero manually following the standard Precoro functionality. Find more on working with payments in Precoro here.


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