Step by step
- Open Administration › Integrations and the Accounting or Getting paid tab.
- Press Sync now (Xero or QuickBooks) or Check payments now (GoCardless or Stripe).
- Read the result, e.g. "Done: 3 sent, 1 payment(s) brought in." or with "not accepted" if some failed.
The automatic run
You do not normally need this button. SubClik sends waiting documents every couple of minutes and checks payments every 30 minutes by itself.
Sync now runs every connected integration of your firm at once.
Works together with
- Connect XeroSend every invoice and credit note to your own Xero organisation as it is issued, and mark invoices paid here when the payment is recorded in Xero.
- Connect QuickBooks OnlineSend every invoice and credit note to your own QuickBooks Online company as it is issued, and mark invoices paid here when the payment is recorded in QuickBooks.
- Connect GoCardless (Direct Debit)Collect invoices by Direct Debit into your own GoCardless account. Customers sign a mandate once; each invoice is then collected on its due date and marked paid here.
- Connect Stripe (card payments)Give each issued invoice a card payment link (with Apple Pay and Google Pay), paid into your own Stripe account and marked paid here.
- Invoices not accepted by Xero or QuickBooksWhat to do when an invoice did not reach your accounting system, or the integration shows Needs attention.