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, and you'll also no longer see the Xero icon at the bottom right of the screen:
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:
Use the Xero filter at the top of the Invoices view, 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?
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, and you'll also no longer see the Xero icon at the bottom right of the screen:
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:
Use the Xero filter at the top of the Invoices view, 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: 09/02/2023
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