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Take payments when integrated with Xero
Take payments when integrated with Xero

Record payments or refunds against an invoice when using our Xero integration.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Quickly record payments & refunds received against an invoice and show this to your customer using the “take payment” functionality.

⚠️   This guide is for Current RMS users who are linked to Xero. Not linked to Xero or QuickBooks Online? See: Take payments or mark an invoice as paid

Set up payment methods 

The option to take a payment against your invoices will only show up after you've added payment methods to your Current RMS system. 

To do this, head to System Setup > List of values and edit the list called “Payment Methods”.

On the next screen, use the green add a list of values entry button to add in a list of ways that you take payments. 

Choose one of the payment methods to be the default by ticking the box and click the blue Update List of Values button to save.

Map payment methods to Xero

Head to System Setup > Integrations > Xero and map payment methods in the “Payment Method Mappings” section.

You’ll see a list of your payment methods on the left and a list of Xero accounts on the right. Map each account here.

Xero doesn’t allow us to post payments directly to a bank account, so you’ll need to make sure you map to account codes.

When you set up an account in Xero, you can tick the “Enable payments to this account” box to make sure that it shows up in this list.

Haven’t yet set up your Xero integration? Check out our guide: Set up the Xero integration

Get started

Once you’ve set up payment methods, go to an invoice that you’d like to record a payment against and click Take Payment under Actions. Make sure it’s issued and posted first. The “Take Payment” pop-up box appears.

Choose a reference to identify the payment (e.g. “Deposit” or “Part Payment”), select a payment method from the list that you set up earlier, choose a date that the payment was received, and specify the amount received. 

Click the blue Take payment button to add this payment. 

Your payment will be recorded in Xero and you’ll see that the amount paid and amount due under “Xero Information” have adjusted.

Common questions

Can Current RMS process credit cards?

Not right now, but this is something that we're considering for development in the future. If you'd like to see this added to Current RMS, please reach out via the green help bubble in the bottom right hand corner of the system to let us know your thoughts!

Xero provides integrations with third-party payment providers such as PayPal or GoCardless so you can get invoices paid once posted from Current RMS. Check with Xero about available integrations.

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