Sending On Account Sales to Xero
Account sales are sales where you issue an invoice for the sale of goods/services to the customer. Account Sales must have a customer associated with them. You are unable to take an overpayment on an On Account sale when you have the Xero integration turned on. This includes typing the cash amount tendered into Vend, rather than the exact amount (for example AED50 cash payment for an AED48.75 sale).
How does it work?
Make the Sale
- On the Sell Screen, add the items, add the customer to the sale, click pay, and choose 'On Account'.
- The sale will be posted to Xero, creating an Accounts Receivable invoice. The status of this invoice (approved, awaiting approval, or draft) is determined by the setting you chose when you turned the integration on.
Take payment for the sale
You can take payment for your sale in either Vend or Xero.
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