How does it handle reconciliation errors?

The skill includes logic to detect common errors, such as payment amounts exceeding the outstanding balance, and provides recovery patterns to adjust the payment to match the current 'AmountDue'.

Can I use this for batch processing?

Yes, it provides API patterns for batch creating multiple payments in a single call, which is ideal for processing bank statement exports or bulk payment runs.

Does it support both customer and vendor payments?

Absolutely. It handles both Accounts Receivable (customer payments) and Accounts Payable (vendor bill payments) using standard Xero API types.

Can this skill handle partial payments in Xero?

Yes, the skill includes specific patterns for recording partial payments while keeping the invoice in an AUTHORISED status with a reduced outstanding balance.

Xero Payment Management

Name: Xero Payment Management
Author: wyre-technology

bywyre-technology

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E-commerce Solutions

Streamlines Xero payment workflows by recording transactions, tracking outstanding balances, and automating reconciliation for MSP billing.

This skill provides comprehensive capabilities for managing financial transactions within Xero, specifically tailored for Managed Service Providers. It enables Claude to record Accounts Receivable and Payable payments, monitor aging balances, handle overpayments or prepayments, and perform batch operations. By providing domain-specific API patterns and robust error-handling logic, it ensures accurate cash flow management and simplifies the complex reconciliation process between bank statements and client invoices.

Key Features

01Record AR/AP payments against invoices, bills, and credit notes

02Manage complex payment types including overpayments, prepayments, and partial payments

03Automate batch payment creation from bank statement data or external logs

04Generate real-time payment aging reports and outstanding balance summaries

053 GitHub stars

06Built-in error handling for common Xero API validation and status conflicts

Use Cases

01Reconciling monthly managed services invoices with incoming client bank transfers

02Identifying overdue client accounts and generating aging reports for collections workflows

03Recording bulk vendor payments for software licenses and hardware procurement

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins payments

For use in Claude.ai and ChatGPT

Download Skill