The invoice import feature is available for Premium accounts only.
You can import recurring or manually entered invoices from Xero into Premium, usually for the purpose of including them in the KPI Dashboard and Revenue reports.
Before you begin
For all invoices you plan to import, check that the text of the To field (the contact name) in Xero exactly matches your client's name in Premium.
If the names (all words, spacing, punctuation and capitalisation) do not match exactly, Premium will create a new client and assign the invoice to that client.
The way that invoices will be imported into from Xero depends on how you have set up those invoices in Xero.
Xero invoices will normally be imported into as miscellaneous invoices for the specified client, unless you override this default by using the settings discussed here.
By using the Xero invoice Reference field, you can import invoices against specific jobs or against jobs for specific clients.
If the Reference field in Xero matches a:
- Current job number, the invoice will be imported against that job number.
- Client order number, the invoice will be imported against an active job that has a matching client order number. This option is useful when you have recurring jobs for the same client. Each recurring job has a different job number, but the client order number will remain the same. If there is more than one open job with the same client order number, Premium assigns the invoice to the latest-created job.
If the invoice Reference field is blank or cannot be matched against a job or client order number, you can specify how to import the invoice by using the settings described below.
Setting up Premium to import invoices from Xero
To set up Premium to import invoices from Xero:
- On the toolbar click the Settings
icon.
- Select the Integrations tab.
- On the Xero tile, click Setup Integration.
- On the Xero Configuration screen, scroll down to the Xero Invoice Import section.
- Select the Automatically import invoices from Xero checkbox. Invoices created or edited in the past 14 days will be imported overnight.
If this checkbox is not selected, no invoices will be imported from Xero into .
- If required, type an invoice summary description into the Invoice Summary field.
- Save your changes.
Upgrading to Premium
If you are interested in upgrading to Premium you can do this yourself by following the instructions in the article Change your subscription plan (Standard or Premium). If you have any questions about the upgrade, please contact support.