- Payments or Credit Notes not syncing to Xero, with no error messages
- Fail to sync Payments or Credit Notes / Write-Offs to Xero, no sync failures
- Clio Manage
- If the Invoice is not Issued after the sync date you have set in their Xero settings, any Payments or Credit Notes will also not sync over.
1). Check that the Invoice itself is within their syncing date.
2). Ensure that an Account is selected in the "Match Clio payments to Xero bank account" field