> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/payment-integrations/application-payments-using-a-xero-integration.md).

# Application Payments using a Xero Integration

<figure><img src="/files/EvecZO2vsSSKmcxdkppa" alt=""><figcaption></figcaption></figure>

**Step 1 — Payment Batch created and application payment assigned**\
A Payment Batch is created in Tahua and the application payment is assigned to it.

**Step 2 — Payment Batch reviewed and approved**\
An admin reviews and approves the Payment Batch in Tahua.

**Step 3 — Is Bank Account Sync on?**\
Tahua checks whether Bank Account Sync is enabled for the applicant.

* **If Yes** → Bank account info is synced to the Contact record (Step 3a), then a Contact is created in Xero (Step 4).
* **If No** → A Contact is created directly in Xero without bank account sync (Step 4), proceeding to bill creation.

**Step 3a — Bank account info synced to Contact** *(Bank Account Sync = Yes only)*\
The applicant's bank account details are synced to their Contact record before it is pushed to Xero.

**Step 4 — Contact created in Xero**\
A Contact record is created in Xero for the applicant (either with or without synced bank details, depending on Step 3).

**Step 5 — Bill created for Application Payment with Audit Info**\
A Bill is created in Xero against the Application Payment, including all relevant audit information.

**Step 6 — Admin exports Batch Payment**\
The admin exports the Batch Payment file from Tahua.

**Step 7 — Finance imports Batch Payment**\
Finance imports the exported batch into the banking system.

**Step 8 — Bank processes payments**\
The Bank processes the individual payments to applicants.

**Step 9 — Xero imports payment info from Bank Feeds**\
Once the Bank has processed payments, Xero automatically pulls in the transaction data via Bank Feeds.

**Step 10 — Finance reconciles payment against Bill**\
Finance matches the bank transaction to the open Bill in Xero, completing the reconciliation.

**Step 11 — Payment created against Application in Tahua**\
A payment record is created against the Application in Tahua.

**Step 12 — Applicant notified and Application status updated**\
The applicant receives a payment notification and the Application status is updated in Tahua. The process is complete.


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