Orders, Payments & Refunds

On Account payments and Xero invoices

Use customer credit only when Xero and the customer contact are ready, and understand why On Account must settle the remaining balance.

Overview

On Account is a first-class payment method for an invoiced customer rather than money collected immediately at the counter.
It requires a selected customer linked to a non-archived Xero contact and the required Xero Account Sale configuration.
On Account must settle the full outstanding balance at the time it is used. Earlier approved partial payments are allowed; the On Account amount is the remaining balance.
MiniTill creates/synchronizes the Xero Account Sale invoice as part of the supported workflow and exposes retry/status when invoice sync needs attention.

Use On Account only when the business has agreed to invoice that customer and Xero integration/configuration is ready.

Select the customer before Pay.
Confirm the customer is linked to an active Xero contact.
Choose On Account for the remaining outstanding balance.
Complete checkout, then review the Account Sale/Xero sync status.
If sync fails, use the provided retry/recovery rather than creating a second sale.

Do not use On Account for an anonymous walk-in.
Do not manually enter only part of the remaining balance as On Account; it must settle the outstanding amount.
Do not create a duplicate invoice in Xero just because initial MiniTill sync is delayed; inspect/retry the existing Account Sale sync.

If On Account is missing, check selected customer, Xero contact link, Xero connection, export settings, and required mappings.
If the order is paid but invoice sync failed, use the Account Sale retry/status path; the payment record and invoice-sync state are related but not identical.