How to fix a payment export to XERO

When you make a payment in Jim’s Jobs, the payment will be automatically sent to XERO and attached with the invoice previously exported. But there are situations in which the payment may fail to be exported, such as the bank account code is not set up correctly, the access token in record has been invalidated by XERO, in which you need to re-connect with XERO again.

If you find that the payment are not properly exported to XERO from Jim’s Jobs, please do the following steps:

1. Locate the invoice that’s having payment mistake in from Jim’s Jobs.

2. Confirm the payment has been recorded for the invoice in Jim’s Jobs.

3. Record the payment information to be used in later step.

4. Delete the payment for the invoice in Jim’s Jobs.

5. Recreate the payment with information recorded in step 3.

6. Check XERO for the payment information again.

If you still experiment the issue, please contact us for further support.