Prerequisite
1) Please make a prepayment in Xero before proceeding with this guide. Click here to view instructions on how to create a prepayment in Xero
2) Users must have access to Xero
3) An invoice must be generated in Vital awaiting payment - Click here on how to create an invoice from a Completed Job
This Guide will cover the following payments situations for a Job Invoices in Vital:
This guide does not include information on payments for Invoices in Vital.:
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Navigate to Invoice > Invoices in Vital
Locate your unpaid invoice then select the Synced button
Once the button is selected Lightspeed will open in a new tab showing the invoice
Then select View on Xero button
Once selected Xero will open another tab showing the invoice
Note
If the option Credit Available is not present. Please follow this guide before continuing to the next step:
Then navigate to the bottom right where it shows " Credit available"
Then select Apply Credit Button. A listing will appear.
Within this listing it will show all Credits created under the Customer's account. In this example we will choose INV-UAT200101. Then in the To Apply field enter the amount you would like to allocate to this invoice
Once the amount is applied the Due on Invoice will update the balance. Then select the Apply button on the bottom right
The invoice in Xero will update and show the prepayment applied to it with the value
Processing time for pREPAYMENTS APPLIED IN XERO
All PREPAYMENTS in XERO that are used for Vital invoices once paid will take 15 min to Sync
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