To send a payment to Xero, from the main left hand menu in CRM select ‘Finances’ and then ‘Payments’. From the payments table simply click the Xero button next to the correct payment and it will send the payment to your Xero data file. The Xero button will turn green once successfully sent.
Alternatively you can navigate to the client file within CRM. Click on the finances tab in the top menu and then select ‘Payments’.
Choose the payment you wish to send from the list and click the ‘Xero’ button. The button will change to green when it has been successfully sent to Xero.