Example scenario
You created and approved an invoice in Xero to be paid by direct debit (with Adfin direct debit branding theme assigned). However, it did not appear in Adfin because there was no contact set up. After correcting the contact information, the invoice still did not show up in Adfin.
Steps to retrigger the Import
Edit the invoice in Xero
Open the invoice and click 'Edit', do not make any edits (unless required).
Hit the update button
Ensure you save the changes by clicking the 'Update' button. Even if no significant changes are made, this action will trigger the sync.
Wait for Adfin to process the import
After updating the invoice, Adfin will automatically pick it up and import it.
Note
No additional manual import actions are required in Adfin.
Ensure the contact information is correctly set in Xero before updating the invoice.
If you deleted the invoice in Adfin
Deleting an invoice in Adfin does not remove it from Xero. If the invoice is still in Xero, editing and re-saving it there will bring it back into Adfin, exactly as above. You do not need to raise a new invoice.
If you deleted it because you did not want Adfin to collect it, deleting it in Adfin alone will not stop that while the invoice is still live in Xero. To stop collection, void the invoice in Xero as well.
For the full picture, including file uploads and QuickBooks, see Re-uploading or re-syncing an invoice into Adfin.