Applies to: ConnectWise Manage, Datto Autotask PSA, Xero

When an invoice is processed that is greater than the revised invoice amount resulting to Unapplied Payments on your Wise-Pay account, Xero allows you to tag this payment as Overpayment and allocate to future invoices of the same client.

Scenario: Invoice was initially synced to Xero with the amount of $606.98 and was debited on the client's account. Then, invoice was revised and re-synced with a lower amount of $463.98.

Here's how to do it: 

  1. Edit the invoice in Xero and change the amount to $606.98
  2. From the Unprocessed Payment in Wise-Pay, click on Re-try so that it applies the payment to the invoice based on the correct amount that was debited

  3. Take a screenshot of the payment and 'Remove and Redo' the payment from the invoice in Xero

  4. Edit the invoice back to the $463.98 amount, and Save
  5. Apply the full payment to the invoice $606.98 with the same information as per Step 3
  6. A screen will appear to create an Overpayment


  7. Enter the details for the overpayment (Invoice Number in Description) and click OK. An overpayment is then created

  8. The overpayment and invoice payment will then clear through the Wise-Pay clearing account