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Payment Tracking from Xero

When customers pay invoices through Xero, the payment information is automatically synced back to Pipeline.

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How Payment Sync Works

  1. A payment is recorded against an invoice in Xero
  2. Xero sends a webhook notification to Pipeline
  3. Pipeline fetches the full payment details from Xero’s API
  4. Payment data is stored against the corresponding Pipeline invoice
  5. The invoice status updates to reflect the payment (e.g., marked as Paid)

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What Payment Data is Shown

For each payment synced from Xero, Pipeline displays:
  • Payment Amount — How much was paid
  • Payment Date — When the payment was received
  • Payment Status — The current status (e.g., Authorised)
Payments appear in the invoice detail view under the payments section.

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Deleted Payments

If a payment is deleted or reversed in Xero, Pipeline detects this during the next sync and updates the local records accordingly.

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Automatic Processing

Payment sync is fully automatic — there are no manual steps required. The system processes payments in the background, so there may be a brief delay between a payment being recorded in Xero and appearing in Pipeline.

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Viewing Payments

To see payment data for an invoice:
  1. Open the invoice from the Sales page
  2. Click the green Total Paid amount to view the payment breakdown
  3. Individual payments from Xero are listed with their amounts and dates