Articles on: Invoicing & Payment

How will I know which invoices have already been exported to Xero?

For a step by step guide on how to set up your Xero Export, please click here

There are a number of ways to tell if an invoice has already been exported to Xero:

Invoices that have been exported to Xero will display a status indicator at the top when opened:

In both Finance -> Invoices and Patient Summary -> Account, there will be a Xero icon at the end of a row containing an invoice which has been successfully exported:

Again under Finance -> Invoices, use the "Xero" filter to choose between Exported, Not Exported or All:

The Xero Log under Finance will also indicate which invoices have been exported and if they were successful -> What is the Xero Export Log?

Updated on: 28/03/2023

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