Recording a payment in Xero helps keep financial records accurate by updating the status of invoices and bills. When a payment is logged in Xero, the information flows back to Wiplist, reflecting the updated payment status and ensuring records remain consistent. There is no requirements for manual updates, helping teams track outstanding amounts and reconcile transactions efficiently.
Invoices paid in full in Xero
Wiplist will automatically update the status to Paid when the invoice has been paid in full. Paid invoices can not be edited, so if you need to make changes, you need to delete the payments.
Partial payment in Xero
When a partial payment has been made, this appears at the bottom of the invoice showing the total amount outstanding. When all payments total the final amount the status will update to Paid.
Deleting Payments
If you need to reverse, or delete a payment to make amends to the invoice, click on Less Payments, a pop-up box will show the payments received, click on the drop-down menu and Delete Payments, this change will also be reflected in Xero.
For detailed instructions on applying a payment in Wiplist, more information can be found in the Knowledge Base article record a payment.