But sometimes it can feel like such a laborious process that you are inclined to put this off. Invoicing is a vital component of your small business bookkeeping processes. Troubleshoot by logging into your Xero account and visit then look at ‘history’.Īlso search the logs within System > Logs and filter by the batch identifier ‘40’ in the ‘Batch’ field.Are you keeping on top of your client invoicing in Xero? The export does not export the Contact, it exports the DocumentĮmail Invoice does not current work - this is a future function PhoneType is automatically set to Mobile hence the labeling used Addresses are set as STREET automatically, rather than POSTBOX. Scenario 3: Groups of students on public courses should be linked to a central contact, recorded in Xero for accounting purposesĪddress Mapping is driven by Xero, which lists multiple address lines - these can be used to map regions if necessary. Scenario 2: Private courses invoices should be linked to a central contact, recorded in Xero for accounting purposes. Scenario 1: Invoice each person who enrols on a course, sending the invoice automatically to the contact and then record it in Xero for accounting purposes. If document agent is present, document invoices will be linked to the Document Agent Identifier as contact (unique key) as the invoice number eg: 423Ĭ can cater for the following scenarios:.By Default all documents are linked to a new contact as specified on the document.course date external id: RTG-Jul-CPR Brisbane CPR Joes Training First Aid RUS.course date internal id: 7648 Brisbane CPR Joes Training First Aid RUS,.Uses course date external id if present otherwise use course date internal id and include the location, course category, branch and provider names. When a document agent is specified invoice number will be in the format of DocumentAgentId-CourseDateId eg: 423-6534.By Default all documents are exported with the document External Identifier.Catering for different invoicing scenarios Invoice Number ![]() In the event that all participants are enroled for the same customer, create a document agent for that customer so that all enrolments appear on the same Xero invoice. This means that when there are multiple bookings for the same agent on the same course these are grouped together for invoicing purposes. If a document agent is on the document then the documents are grouped in Xero to the same invoice, using an invoice identifier made up of the DocumentAgentId-CourseDateId. Tracking by Venue or course date external identifier* These details are included in the invoice reference field so that filtering can be applied or searching can mean those relevant courses can be found easily. If you need to have sales from branches in different Xero Accounts then create a branch Tax Types and then Tax Rules for branches (or for each branch if you need to track each branch separately). Tracking sales by branches or Course Providers:* The branch name is included in the reference so you can use that when searching. The settings that suit you will depend on your needs, be sure to consult with staff to leverage our knowledge and expertise to make this work for you. See here for details Tracking payments/invoices reporting and searching.Ĭ allows a range of searching, tracking and reporting support features. To create a ‘Paid’ invoice you will need to have two exports, applying a different status each time.Ĭonfigure the Accounting Code field on the Tax Rule configuration to use the correct Account Code in Xero for the tax applied. Link the export map to the rules that are applied when an invoice is necessary. ![]() The definition of what acceptable values can be used in Xero for contacts are found here. Make it of type ‘Xero Contact and Invoice’Īdd your Private Key that you created earlierįor each of the ‘Export Name’ values that you want to populate with data in Xero selected your preferred data from the Record Type within ![]() Take a note of your Consumer Key and Consumer Secret Xero integration uses the latest API functions available to enable a range of services,including the automatic creation of contacts within Xero when creating an invoice, linking to your preferred account and appending all the sales from one course to the same invoice.Ĭonnect Xero with by generating a public/private key-pairįollow the instructions on Xero to set up a Private application You can for example, automatically invoice when a customer has registered, or alternatively automatically invoice when a customer has paid online, eg via paypal, ezidebit or worldpay. offers a service that automatically creates invoices from your registration/document workflow. Xero is a popular online accounting package.
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