Summary

The purpose of the Xero Accounting integration is to export invoices from Fixably to Xero.

• Invoices Include:
  • Receipts
    • The primary difference between a receipt and a single invoice is that a receipt has a payment attached to it. As a result, receipt exports also includes payment information.
  • Single Invoices
  • Consolidated Invoices
• Invoice export includes:
  • Invoice Lines with prices and tax information
  • Customer information
    • Upon the first invoice export for a customer, a customer will be created in Xero. 
    • The invoice customer will be mapped to the customer ID in Xero.
    • For each invoice exported for this customer, the invoice will be mapped to this specific customer’s external system ID, which is stored in the Fixably database.
  • Product information so that the product is created in the accounting system (optional)
    • If product mapping is enabled in system settings, all invoice line products will be created upon the first invoice export and mapped to the accounting system product.
• Deposits and refunds are supported

Invoice Exports

• There is a system setting that controls where single invoices are exported to Xero automatically or manually
  • If set to automated, the invoice will be exported with a cron job. 
  • If set to manual, invoices need to be exported from the invoice list views.
• Consolidated invoices need to be manually exported.