Invoice and Payment Solutions
Finding solutions to potential invoice and payment issues after importing contacts in to the Xero Middleware.
By David1 author14 articles
- A Xero Contract not visible in Access PaySuiteXero contact has signed up for Direct Debit (DD) via their invoice but they can't be found in Access PaySuite.
- Payer has set up a Direct Debit but no payment scheduled in XeroPayer Signed Up for Direct Debit via Xero Invoice – Contract Displays Zero Amounts to Be Collected.
- Payments not collecting from XeroOutlines the key checks to complete when Direct Debit payments are not collecting from Xero.
- Xero Invoice Contact Changes and Direct Debit Allocation in Access PaySuiteChanges to invoice contacts in Xero can affect how Direct Debit payments are allocated in Access PaySuite. Follow the correct process to ensure payments are matched accurately to the right…
- Xero invoice payment collected from the wrong Direct Debit contractSteps to resolve bank Account mix-up during the payment process.
- Xero invoice payment not scheduled for collectionReasons your Xero invoice is not syncing with Access PaySuite.
- Invoice payment not scheduled in Access PaySuite for a newly linked Xero contactLinking a Xero contact to a Direct Debit in Xero – Invoice not scheduled in Access PaySuite or assigned to the incorrect Direct Debit.
- Sales Invoice only Xero user cannot access the MiddlewareThe Xero Middleware only allows standard and adviser user roles to link customers.
- Invoice Integration with Payments in XeroPayment status versus payment collection between Access PaySuite and Xero.
- Reconcile payments between Access PaySuite and XeroUnderstanding the Reconciliation Days Field in Middleware and Resolving Payment Reconciliation Issues Between Access PaySuite and Xero.
- Fix payer linking issues in XeroA troubleshooting guide to identify and resolve payer linking issues that prevent Direct Debit payments from being collected in Xero.
- Payment Collection and Resubmission in XeroA guide to collecting payments and attempting resubmission if the payment is missed.
- Apply a credit note to an invoice in XeroApplying a credit note to an invoice in Xero.
- Unmatched invoice detectionUnderstanding and Setting Up the Unmatched Invoice Detection Feature.