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How to manually sync an invoice or payment to Xero

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Xero is an online accounting system, that integrates with Timely to help you manage your financial transactions. When you connect Xero to your Timely account, we'll automatically make sure that your Timely invoices, and any associated payments, are synced across to your Xero account. So you only have to enter your sales information in one place! 

If you have historical invoices prior to integration that you'd like to bring across to Xero, or if you'd like to instantly sync an invoice or payment you can. In this article, you will learn how to manually sync an invoice or payment to Xero.

 

 

How to manually sync an invoice

1 To get started, have the invoice you would like to manually sync in-front of you.

 

2 At the top of the invoice, you will see a box with two options available: settings and sync now.

 

3 Click sync now to instantly sync the invoice to Xero.

 

 

How to manually sync a payment

If you want to speed up the syncing of a payment for reconciliation purposes, here is how you can do it:
 

1 To get started, have the invoice in-front of you, and scroll down to the payments section.

 

2 Click the Sync to Xero button next to each payment item on the invoice. If you don't see this message then it means the payment has already been synced.

 

Timely note: If an invoice was raised prior to the Xero integration being added to your account, any payments applied will not be automatically synced to Xero. You can manually sync those payments (see above) to make sure they appear in Xero.

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