Here’s everything you need to know about the Xero integration and how it works with the Alternative Payments platform.
Xero is available for our partners to use with the capability to synchronize invoices to the partner dashboard while seamlessly automating the reconciliation of invoice payments directly within Xero.
Overview of synced items
The following items are synced from Xero to Alternative when the integration is connected:
Xero sync details
|Invoice Status Update
Invoice payment status updated in Xero will sync to Alternative Payments and vice versa.
|Changes to Unpaid Invoices
|Changes to unpaid invoices (amount and due date) in Xero will sync to Alternative Payments; changes to unpaid invoices in Alternative Payment will not sync back to Xero
|Partial Invoice Payments
|Partial invoice payments on Xero will not be reflected in the invoice amount in Alternative Payments portal (e.g. full amount of the invoice is shown)
|Customer Created in Alternative
|Customers created in Alternative do not sync to Xero
|Invoices Created in Alternative
|Invoices created in Alternative do not sync to Xero. When a payment is received, a stand-alone deposit is created in Xero.
|Deleted Invoices and Customers
|Invoices and customers deleted in Xero are not archived in the Alternative portal. Partner must delete in Xero then archive manually in Alternative.
How to connect Xero to your Partner Dashboard
Connec Xero to make reconciliation easy by following these steps:
1 | Navigate to Integrations and then click Connect
Within your Partner Dashboard, select ‘Integrations’ and then select ‘Connect’ under the Xero module.
2 | Select your company
Input your company account that should be synced into Alternative Payments and click on 'Allow access.'
3 | Confirm your company
Verify the company selected to ensure the connection into Alternative is correct and click 'Confirm.'
4 | Select the account for deposits
From the dropdown, select the applicable account where you want to record any deposits for payments made through Alternative Payments.