Troubleshooting
If you are having trouble sending the approved payment from Rotessa to Xero there are a few things you can do to…
Reconcile invoices from Rotessa to Xero
Once you receive a Settlement Report from Rotessa, approved transactions will match to Xero invoices and be marked as…
Import invoices from Xero to Rotessa
In your Rotessa account, select the Integrations tab. Select Import Invoices. Rotessa will pull in any outstanding…
Auto Sync for Xero
To Auto-Sync and update your customers' invoices from your Xero account, you must first import customers with our…
Connect customers from Xero to Rotessa
In your Rotessa account, select the Integrations tab. Select Connect Customers. In the Customer Import page, select…
Connect Xero to Rotessa
In your Rotessa account, select the Integrations tab. Select the Connect to Xero to connect your account. Sign in with…