When you receive a payment from a customer:
The payment will be logged in Method
The payment will be applied to the customer's balance
The balance will be updated in Xero
Invoice's status will be updated to Paid
The following steps will describe how to enter in a payment for an invoice.
Entering a Payment
Click ⊕ New on the Payments App or click ⊕ New Payment when viewing payments on the Payment List screen.
This opens your New/Edit Payment screen. Select the Received From* customer from whom you're receiving the payment.
Fill in the other fields as necessary
Amount: By default, this is pre-filled with the customer's total outstanding balance but can be changed.
Date: shows current date by default, but can be changed. You can set a future date, but make sure you check “Wait for sync approval” so Xero doesn’t update the customer's invoices.
Deposit to Account*: The account where money is initially deposited. The accounts showing in this dropdown are populated by Xero.
Assigned To: The Method user responsible for this payment.
Reference: Refers to the number provided by the gateway when processing via CC or ACH. If paying by Cash / Check, you will need to manually update this with the appropriate reference number.
Tags: Assign tags to this payment.
Wait for sync approval: Postpone the Method sync. Payment is accepted, but invoices are not updated in your Xero account until this is unchecked.
Attachments: Allows you to attach a file to this payment. This file is only accessible from this payment screen.
Click ⊕ Select Invoice to Pay.
This will bring you to a new screen where you can select an invoice to pay.
Select an invoice from the list by checking the checkbox and then click Add selected invoice.
You are returned to the New/Edit Payment screen, and now the invoice list is populated with the invoice you selected.
If you select an invoice in the grid, you can Adjust the Payment. This brings you to a new screen so you can alter the amount to pay.
If you want to process the payment at the same time it's logged, check Process with Payment Gateway when saving.
If you have a payment gateway set up, This will bring up a pop-up to let you enter in a credit card. If they have their credit card saved via the Payment Gateway, you can use the information to charge their card again. Please see our article Connect Payment Gateways for more information. Leaving this option unchecked means Method assumes the payment has already been received.
Click Save to save the payment.
Your payment is now visible on the Payments List screen.
Any payment processed is subtracted from the customer’s outstanding balance in Xero during the next sync, their balance in Method is updated, and the selected invoice will have its status updated to Paid.
There are many other areas to discover in Method, so feel free to explore this help centre.