Connect to your Xero account
- Head over to ‘Make a Claim’.
- Under “Choose a claim method’ click on the Xero logo.
- Click on the “Connect to Xero” button.
- Enter your Xero account details and allow access.
- You’ll be taken back to Judgeit with the “Aged Debtors” from your account listed.
Select an ‘Aged Debtor' and their ‘Aged Receivable’
- Select the Aged Debtor you’d like to file a claim against.
- Select the Aged Receivable you’d like to file a claim against.
- All related invoices will be listed.
- Check all invoices that represent an agreement/contract.
- Check all invoices that represent a payment method.
Go through Judgeit’s claim process to submit a claim
- Click on ‘Create Statement’
- Choose a claim amount.
- Review and answer every survey question to file your claim.