Reconciling Cash Buyer invoices in Xero

Cash Buyer invoices exported from a Clearing Sale act the same as other Billing Documents in any other Sale.

Before you start

• The Xero integration must be activated (Settings > Integrations).
• The billing document must already be exported to Xero.

Steps

1. In Xero, reconcile payments against the exported invoice as you normally would.
2. In AgriNous, find the billing document - either from the relevant billing run, or from Money in the sidebar, which lists billing documents and their statuses across your whole Agency or Saleyard.
3. Find the billing document where Invoice To shows your Cash Buyer Business.
4. Check the Integration Status column for that document.
5. Check the Integration Amount Difference ($) and Integration Due Difference ($) columns for that document.

Result

Once Xero has reconciled the payment, Integration Status updates to Paid, and both Integration Amount Difference ($) and Integration Due Difference ($) read $0.00 - confirming AgriNous and Xero agree on the invoice.

Troubleshooting

Status not updating? Give it a moment, then re-sync from Settings > Integrations > Synchronise with Xero and check again.

Learn more

• "Cash Buyer" Business in Clearing Sales 
• How to set up a Cash Buyer business
• How to route cash sales to your Cash Buyer business