How to Process Payments in Xero

How to Process Payments in Xero

  1. In Xero, navigate to the invoice and click "Approve".
  2. The Paid Amount Field Status in Zoho CRM initially shows:
    • Pending when the invoice is created.
    • Full Amount Pending until payment is processed.
  3. Click "Approve Payment" in Xero, then:
    • Enter the Amount Paid, Date Paid, and Payment Method.
    • Click "Add Payment".
  4. Once the payment is processed:
    • The invoice status updates to "Approved" in Zoho CRM.
    • The Paid Amount and Pending Amount fields are updated accordingly.