You can enter expected payment dates through the 'Invoice Page' within Chaser. The expected payment date will push into Xero and be saved against the relevant invoice.
Navigate to the ‘invoice page’ by clicking on the relevant invoice number in the 'Invoices' tab or from the 'Chaser Report'. You can then select the expected payment date using the in-built calendar, located at the bottom of the 'Key Facts' table.
An error will occur when entering expected payment dates in the event that:
- The invoice has a part payment, prepayment or credit note applied against it within your accounting system
- The invoice was created within an active 'lock period' within your accounting system
In these cases, you will need to log into your accounting system to input the expected payment date after changing the necessary settings.