This article explains how to reverse payments directly in Re-Leased, when connected with the Xero integration. Previously, payment reversals were only achievable by switching over to Xero. However, with this update, you can streamline your workflow and effortlessly reverse payments synced between Re-Leased and Xero, even if the original payment was created in Xero itself.
What You Need to Know
Before reversing payments, keep these key points in mind:
- Payments synced between Re-Leased and Xero can now be reversed directly within Re-Leased.
- The payment reversal will also sync back to Xero, ensuring accurate records in both systems.
How to Reverse a Payment
To reverse a payment in Re-Leased, follow these straightforward steps:
- Navigate to the Income & Expenses section in your Re-Leased system.
- Locate and open the invoice or credit note associated with the payment you wish to reverse.
- Click on Less Payment beneath the payment details.
- Next to the relevant payment, click Reverse.
- Review the payment details to confirm the correctness of the reversal.
- Click Reverse Payment to finalize the action.
What Happens Next?
Once a payment has been reversed:
- The reversal will automatically sync with Xero, ensuring your financial records in both platforms align.
- The associated invoice in Re-Leased will be updated to reflect the reversal.
Troubleshooting Common Issues
If you encounter any difficulties while reversing payments, consider the following:
- Ensure the integration between Re-Leased and Xero is active and functioning correctly.
- Verify you have access permissions to manage payments within the system.
- If the payment originated from Xero but has not synced to Re-Leased, wait a few minutes for the system to update or initiate a manual sync.
If further assistance is needed, feel free to reach out to our support team.
Why Reverse Payments Directly in Re-Leased?
This feature saves you time and simplifies your workflow by eliminating the need to toggle between Re-Leased and Xero. Reversing payments directly in Re-Leased ensures seamless integration, accurate record-keeping, and enhanced user convenience.