How to Launch A Xero Sync
Enrolmy's Xero Integration will ensure that reconciling your customer's payments against their activity invoices is streamlined and automated. Launching a Xero Sync will send all your Enrolmy generated contact, invoice, credit note and online payment information to Xero. At the same time, Enrolmy will pull through any payments applied to invoices in Xero. When a sync has been completed, customer balances in Enrolmy and Xero should match.
Select More and head to Xero Sync
Select Launch Xero Sync
Choose Start Sync
The line items will appear as green as they are completing a sync
A Xero Sync has been completed once all line items are green.
PLEASE NOTE:
Always check your Xero Log for any error messages that could have occurred during the Xero Sync in order to rectify them. For more information, please see this help guide.