Xero - Accept a Payment

• Click Receipts

• Click + Payment

• Complete the receipt
• Click Submit
  • A note will be added to the Patient's profile on Xero that payment was taken
    • When the funds reflect they can be reconciled with the invoice
  • The payment will be added to the Payments Dashboard

• Xero Payment Note

• Mark the Payment as Captured
• Send the Receipt
• View the Receipt

View the Receipt

From your contacts list in Xero

- Easily see any outstanding accounts