Ensuring your payment information is kept up to date in Vinsight is important for credit control purposes, as it ensures your sales staff have up to date information regarding the state of a customers account.
It is also essential if assessing either your WET or Sales Tax on a payments basis.
You can sync your payment and currency information from Xero for multiple Sales Orders at a time by selecting them in the Sales Order List…
or, for an individual Sales Order, by using the ‘Actions’ drop down menu in the Sales Order itself…
For more information see Syncing Data From Xero
