If a newly created draft invoice in Xero is not appearing in Stagepay or the invoice details are outdated, it may be due to the need for manual synchronization. This guide will help you resolve the issue using the Get Invoices job or the refresh button in the dashboard.
Draft invoices in Xero need to be synced with Stagepay to ensure they are visible and updated. This synchronization may not happen automatically if the invoice was recently created or updated. Running the Get Invoices job manually ensures that all invoice data is up-to-date.
Option 1: Use the Get Invoices Job
Access Settings: Log in to Stagepay and navigate to the Settings section.
Locate the Jobs Section: Within the settings, find the Jobs section.
Select Get Invoices: Choose the Get Invoices job from the list and initiate it.
Check Invoice Updates: Once the job is complete, verify that the draft invoice is now visible in Stagepay.
Option 2: Use the Refresh Button on the Dashboard
Go to the Dashboard: Navigate to your Stagepay dashboard.
Click the Refresh Button: Use the refresh button to update the dashboard data.
Confirm Invoice Details: Ensure the draft invoice is now listed and includes the latest details.
Regular Syncing: Running periodic syncs can help prevent missing data issues.
Connection Validation: Ensure your connection with Xero is active and valid, as expired connections may block data updates.
By running the Get Invoices job or refreshing the dashboard, you can resolve issues with missing or outdated draft invoices and ensure your Stagepay account reflects accurate invoice data from Xero.
