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Payment Sync Configuration
Payment sync determines where payment related transactions are processed and how they sync between systems.
Available Options
Option 1 – Xero → PM Hub
Payments are processed in Xero
Flow:
- Payment recorded in Xero
- Synced to PM Hub
- Allocation appears in PM Hub
Option 2 – PM Hub → Xero
Payments are processed in PM Hub
Flow:
- Payment recorded in PM Hub
- Synced to Xero
- Allocation appears in Xero
What is Controlled by This Setting
- Payment allocations
- Payment reversals
- Credit allocations
- Refunds
Important Notes
- Only one direction can be active
- Do not process payments in both systems