Overview:
- Payment information is imported from Xero to Ocerra to flag paid invoices as paid in Ocerra, and
- To configure the auto-archive rules. You can learn more about Archiving in Ocerra here,
Using invoice payment information in Ocerra
Navigate to Settings - Payments and filter the dates to view the list of invoices.
- By default, the payment page filter shows imported payment made in the last week.
- If you would like to view payments made from the previous months, change the date accordingly and click apply, e.g.:
Once payment is made and imported to Ocerra, the invoice will be flagged as Paid, e.g.:
