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.
When retriggering doesn't work: invoice was previously deleted in Adfin
If the invoice was once in Adfin and you deleted it, editing and re-saving it in Xero will not bring it back. Once an invoice has been deleted on the Adfin side, it stays deleted, and any further updates to that same invoice in Xero are ignored.
To collect that invoice through Adfin, void the original invoice in Xero and raise a new one in its place. Make sure your Adfin branding theme is applied before you approve the new invoice. It will then come through to Adfin automatically and start collecting as usual.