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.  

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 before 12:00 p.m  AEST will also set the invoice status to Paid in the SMS after 12:00 p.m. same day.  
  2. On the other hand, all payments added in XERO after 12:00 p.m. AEST will reflect as Paid in the SMS the following day.

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