To create and pay a new bill straight from Veem, select the “Send Payment & Create Bill” option on the arrow next to the "Send Payment" button.
This will open a bill in Xero allowing you to choose the expense account you prefer.
Attachments added on Veem will carry over to Xero, along with notes and invoice numbers. To make a partial payment, just enter the amount you would like to pay now, Veem will open a bill for the total and leave the balance available for approval later on.
Click “Next” when you’re happy with the information you’ve entered, and you will be asked to specify which vendor you’d like to link the bill to. You can also search the list of available vendors in your Xero account.
If you’re paying a new vendor, Veem will create the vendor for you in Xero, allocating the bill and bill payments to them automatically.
If you’ve paid a vendor through Veem-Xero Bill Pay before, you may not see this screen because the vendor is already linked.
How do I make a prepayment, down-payment or partial payment?
If you are making a down-payment on a purchase order for example, click "Split" and you will see the 'partial payment' feature drop down. Here you can enter the total bill amount AND the down payment amount (in either % terms or by amount).
Now Veem will create a bill in Xero for the full amount AND the partial payment amount on the bill in Xero.
How can I track where a bill has gone in my Xero?
Tracking is easy. Once you have sent a payment, you can find the bill ID and what expense account the bill got added to in the payment details section. Click on the payment ID in the Transactions tab to view the payment details.
This data is only pushed when the payment's status moves to "In-Progress".
Still having issues making payments and creating bills in Xero straight from Veem? Our Customer Success team is happy to help!