If you've integrated your Productive account with Xero or QuickBooks, you can enable payments sync with Productive. In other words, if you mark an invoice as paid in Xero or QuickBooks, that status will reflect in Productive as well. This also applies to partial payments or payments in tranches.
It is important to note that if an invoice is marked as paid in Productive, this change will not be taken into account in Xero or QuickBooks.
To enable payments sync, go to Settings > Integrations and select the pencil icon to Edit the integration of your choice:
Set the switch to "On":
Hit "Save" and you're done.
Please note that the following payments will be created:
- only the ones for which the invoices have been exported
- only the payments that have been created after the payment sync has been turned on will be shown. The payments prior to creating the sync will not be created
Payments will sync only to invoices that are exported from Productive to Xero and exist both in Productive and Xero. Payments registered for those invoices in Xero will be created in Productive.