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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

With Upflow, you can enable your customers to pay via the portal and have their transactions automatically synced back to Xero.

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Payment write-back configuration

With Xero, we will push the payments to the bank accounts that you configure, depending on the currency. If an invoice is paid in a currency that is not mapped in your settings, then the write-back will fail. To fix it, add the new currency and the corresponding accounts in your Xero settings (contact us if you can’t see this option in your Settings).

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Payments

Once the payment is successful in Upflow, we will automatically push the payment to Xero on the corresponding account. In the transaction reference, we will include the upflow identifier so you can easily cross-reference it. When several invoices are paid with the same payment, then we will create a Batch Deposit transaction to account for that payment. → Due to limitations on Xero’s API, only invoices in your Xero organization’s currency can be paid simultaneously. When this is not the case, your customers will see the following message:

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Refunds

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Refund of payment applied to an invoice

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Payment paying entirely the invoice

When you refund a payment that has been applied to an invoice, we will automatically refund the payment and create a corresponding credit note to cancel the invoice. The payment will remain linked to the invoice, and the refund will be applied to the credit note. → To generate that credit note, we reuse the invoice line item. In Xero, you will be able to see the Credit note along with the cash refund. If there are multiple invoices involved, we will generate a single credit note for all of them.

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Payment partially paying an invoice

As we don’t know which line item is concerned by this payment, we will create a credit note using the line item you configured in your Xero settings.

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Refund of payment not applied to an invoice

If you refund a payment that is not applied to an invoice, we will simply generate the refund and link it to the original payment.