Stagepay integrates seamlessly with Xero to bring your invoice data directly into the platform, enabling efficient financial management and streamlined workflows. By syncing your invoice data, Stagepay ensures you always have access to accurate and up-to-date financial information without the need for manual input or cross-referencing.
How Invoice Data is Retrieved
Stagepay leverages Xero’s API to fetch invoice details, ensuring that the data you see in Stagepay reflects what’s in Xero. This includes information such as:
Invoice Numbers and References: Easily identify invoices by their unique identifiers.
Invoice Status: View whether an invoice is in draft, approved, paid, or overdue status.
Amounts and Due Dates: Keep track of amounts payable and the timelines associated with each invoice.
Payment Allocations: Access detailed records of payments made against invoices.
Benefits of Syncing Invoice Data
Real-Time Insights: With automatic data synchronization, you get up-to-the-minute information on your invoices.
Reduced Errors: By eliminating manual data entry, you minimize the risk of inaccuracies or duplications.
Enhanced Reporting: Access consolidated reports and analytics based on your synced Xero data within Stagepay.
Streamlined Workflows: Automate tasks like payment allocation and reconciliation using up-to-date invoice information.
When and How Data Syncs
Invoice data syncing occurs dynamically whenever there is new information available in Xero, such as:
Creation of a new draft invoice.
Updates to an existing invoice, including status or amounts.
Payments allocated to invoices.
This ensures that Stagepay always reflects the latest activity, so you can make informed decisions based on real-time data.
Common Use Cases
Tracking Invoice Payments: Ensure that all payments against invoices are recorded accurately and match your Xero data.
Managing Overdue Invoices: Identify invoices past their due dates to prioritize follow-ups or collections.
Reconciling Accounts: Use up-to-date invoice and payment data to simplify your reconciliation process.
What Happens If Data Syncing Fails?
Occasionally, syncing issues may arise due to expired Xero connections or API limitations. In such cases:
Stagepay will notify you of the error and suggest corrective actions.
You may contact our Team Support for help.
Keeping Your Invoice Data Secure
Stagepay ensures the highest standards of security while handling your financial data. The integration with Xero is protected by OAuth2 authentication, and all communication is encrypted to safeguard sensitive information.
By syncing your Xero invoice data with Stagepay, you can focus on growing your business while leaving the complexities of financial management to the automation capabilities of Stagepay.