Sync payments to Xero

Sync payments to Xero

Overview

When you receive a payment through Cin7 Pay or the payment portal, it is automatically recorded against the sales order.

To simplify reconciliation, you can sync these payments from Omni to Xero. When a payment is synced, Xero creates a payment transaction that:

  • Credits your accounts receivable

  • Debits your clearing account

Once the payment is deposited into your bank account, Xero credits your clearing account, completing the transaction flow.

Set up payment sync

  1. From the Accounting menu in the navigation, open your Xero integration.

  2. Open Settings.

  3. Open the Settings tab.

  4. Under Accounts > Payment Account, set Payments to your clearing account.

  5. Click Save Settings.

Payments will credit this account when synced to Xero.

Sync payments

To sync a payment to Xero, you must first sync the related invoice. The payment won’t appear ready for syncing until the invoice is synced.

  1. From the Accounting menu in the navigation, open your Xero integration.

  2. Open the Sales > Payments tab.

  3. Select the payment (or all payments).

  4. Click Upload.

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