Home » Frequently asked questions » Xero Time Tracking & Invoicing Integration

Xero Time Tracking & Invoicing Integration

April 29, 2021
Bill Kimball

how to send an invoice from xero

A brief description of the information you see here is below. Step 1 – Return back to Invoices by selecting Accounts and then Sales as indicated below. Step 5 – Below is a screenshot along with the various approve options you can choose from. Step 2 – Click the drop-down arrow and select Invoice as indicated below. Step 1 – From the Accounts menu, select Sales as indicated below. Customers can pay via credit card or ACH directly on the invoice.

how to send an invoice from xero

This will navigate to your Xero dashboard where you can Select “Pay with Veem ” under the Pay Now options. Under “Active Payment Services”, click the “Manage Themes” button. For more information related to syncing your Xero account with Invoice2go, please reference the following Help Center articles. Xero also connects to a range of business apps, including Invoice2go, to make running your small business easier. If you work with an accountant or bookkeeper, Xero makes it easy to collaborate with them online and get their help to manage your finances.

Step 1

Everyone using Xero plugin will have to switch to OAuth 2.0 before that date. If you have the old OAuth Xero setup and would like to migrate to the new OAuth 2.0 just follow the instructions below and the migration will happen automatically. Hit Export and it will create one invoice per Employee.

She lends her expertise to Fit Small Business’s accounting career,business accounting, and accounting software content. From the Options Menu in the upper right corner, select Send Receipt. Depending on where you are using Xero in the world, this option may appear as Send Remittance. Work smarter with intuitive invoicing software. Send invoices from your phone or desktop, as soon as the job is done.

If your customer’s email address is not in their contact information, you will have to manually enter it in. The receipt template will display on the screen. You can select the standard Xero template for receipts or create your own custom template in Settings.

Miscellaneous Settings Back To Top

You’ll only need to get involved with cases where reminders have been ignored. Managing your small business has never been easier than with Xero accounting software. From your billing to payroll to contact management, Xero has got you covered and will save you hours upon hours every month.

  • Frauds have intercepted emailed invoices and added their bank account to the payment details.
  • Currently we don’t create invoices in Xero for packages or products sold through Acuity, but it’s possible using Zapier.
  • Customers can pay via credit card or ACH directly on the invoice.
  • Fees Account – This account collects your payment gateway fees.
  • Let’s look at the pros and cons of mail vs email vs online invoicing.
  • You’d normally send a short email message with your invoice.

This tells Zapier how to send the data to WebMerge. This might be because the email address the invoice was sent to does not match the address in the contact record in Xero.

Create Documents From Xero Now

If you don’t have one already, click here to sign up for a free 30-day trial and follow along below. “Xero” and “Beautiful business” are trademarks of Xero Limited. Access all Xero features for 30 days, then decide which plan best suits your business. You’ll receive an email shortly with the ebook link.

If you choose not to automatically export your invoices to Xero, you can still manually export them. Step 1 – Choose which revenue account in Xero you’d like your invoices to be sent to.

Check out this article to learn more about client invoice and payment notifications. At this point, you can approve the invoices and email them to your customers. Copy to – You can create a brand new invoice, quote, purchase order or bill from an existing invoice. Just click the “copy to” button, select the form you would like to create and enter the customer/supplier contacts name. Customers owing the most – This list can come in handy to help you follow-up with customers who have past due balances. Notice the first three customers listed have a balance in red to the far right.

If you hate cookies, or are just on a diet, you can disable them altogether too. If you are using services that are billed on a monthly recurring basis, you will only need to do this once a month after your default recurring invoice date.

Before You Send An Invoice

When you choose Xero Online, you will then be asked to select a client from Xero to associate with the invoice. If you do not have any existing clients in Xero, you will need to create one before proceeding with the export. The currency you use in Invoice2go should match the currency you use in Xero. If they don’t, you’ll have to update your currency in either Invoice2go or Xero so they do match before you are able to link your accounts. If they do not match, your setup will be incomplete.

Review and approve each recurring invoice, or have Xero send them automatically. Use the Xero mobile app to create and send invoices from your phone or tablet.

Not surprisingly, the easier you make it for your customers to pay you, the faster you’ll get paid. It’s best to send your invoice as soon as an order is filled or the work is done – especially if you do one-off projects and odd jobs. Visit the Harvest Help Center to learn how to set up the Xero integration. If you delete an already imported received payment in Xero, it’s also going to be deleted in Paymo.

Invoice for all the items in your quote or just choose some of them. If you’re giving customers a long time to pay, it’s not a bad idea to send a gentle reminder as the due date approaches. You don’t need an elaborate message in the body of the email. The invoice itself contains everything else the customer needs to know. If you’re working on a big project, you might send interim invoices every two to four weeks. And if you sell subscriptions or memberships, or you’re on a retainer, you can send a recurring invoice at regular intervals.

how to send an invoice from xero

Send me a copy – By selecting this option, you will receive a copy of the email that will be sent to your customer. Mark as sent – By selecting this option, Xero will mark this invoice as sent to your customer. This will help you to keep track of the status of the invoice. Step 6 – After approving your invoice, you can email it to your customer. From the Invoice dashboard, click the “Email” button as indicated below.

Creating invoices for these appointments can be disabled by unchecking Create an invoice even if the appointment is free. Currently we don’t create invoices in Xero for packages or products sold through Acuity, but it’s possible using Zapier. Select the “New Product Order” trigger for Acuity and the “New Invoice” action for Xero to get started. Check out this article to learn how to send invoices invoices in bulk in QuickBooks. Step 4 – In this example, 3 invoices were created as indicated in the screenshot below.

If you add a payment in Paymo, it won’t be replicated into Xero. From the invoice that you’ve already exported, click on Add payment. To set up a tax in Xero, go to Accounting →Advanced → Tax rate → New tax rate. If you’re already logged into Xero, Paymo will automatically identify your account and inform you about the type of data it needs.

Error: Xero: Invoice Not Created Oauth Error: Token_rejected

Please check your Xero configuration and make sure the inventory item is setup correctly. Here’s a doc on how to set up inventory items in Xero. Yes, if you have a Xero account with multi-currency capability. Edit your tax-exempt products and make sure they’re set to Taxable as well as linked to the zero-rated tax class (or wherever you have the 0% tax rate setup). Tick the box for Orders with zero total to enable the export of invoices for orders that have a grand total of zero. Tick the box to send the WooCommerce product SKU to Xero as an Item Code field.

Create a new WooCommerce 0% tax rate with a name that exactly matches your 0% rate in Xero. Xero creates a 0% tax rate upon account setup named Tax Exempt so it’s recommended to copy the name exactly. Deputy will automatically match the best inventory item for the timesheet. The invoice lines will be created for exact hours done on the day. E.g. for a shift beginning at 8pm Friday to 3am Saturday, will go in with 4 hours of Friday rate and 3 hours of Saturday rate.