Setting SMS Invoice as Paid if Paid in XERO

Setting SMS Invoice as Paid if Paid in XERO

Overview

In this tutorial, we will outline how to set your exported invoices in the SMS to "Paid" when you process the payment in Xero. 

For users with existing Xero integration, this will give information on how the Student Management System gets updated automatically for any payments on exported invoices in Xero, allowing your finance and accounting team to reconcile records easily.  

NOTE: This exclusive feature is only available for Performance Package subscribers. Unlock the full potential of your SMS with the Performance Package. To upgrade your plan and access this feature, please contact our Support team.

Step Tutorial

In XERO, any payment added and processed by a user to an exported invoice will set the invoice status to Paid.  

This paid invoice in XERO will also reflect as Paid in the student's related invoice in the SMS.

IMPORTANT

1. All invoices set as Paid in XERO will also set the invoice status to Paid in the SMS after 2 hours.  
   
2. All payments added in XERO will reflect as Paid in the SMS after 2 hours.
   

NOTE: 

1. Once Invoice is paid, it can no longer be edited since it is already exported to XERO.
2. The Invoice Number in the SMS is the same as the Reference No. in Xero and can be used for searching/sorting of invoices.
   

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.