When a payment is collected in Apptivo Invoices, be it partial payment or full payment, it will be recorded in your Xero account.

Note: Adding a note in the Products/Items Sold table is mandatory when you are generating an invoice for Products/Items Sold. If not, your payment made via Apptivo will not sync with Xero.

  • Go to the overview page of an invoice whose payment is to be recorded.
  • Select the Record Payment button to view the Record Payment side panel.
  • Here, document the payment information and mark the invoice as paid depending on full payment or partial payment.
  • In case of full payment, the status changes as Paid.
  • This action will be synced instantly on the Invoices page of your Xero account.