16 Aug Xero Integration B2B Wave Knowledge Base

When you click on the button a pop-up will appear and from here you can select one of your revenue codes from Xero to create your draft invoice. You can then approve the invoice in Xero and add it to the customer’s sales account. The Xero invoice number will then appear as a link in your Opportunity. Account mapping is important because it ensures that your records in Xero reflect the transactions processed on your POS.

• This section also includes a quick link to a transaction report for bills and invoices.
• Choose the customer information you want to be automatically synced when a customer makes a purchase through the Facebook store.
• Once the report has been generated, you can export it as a PDF to print or save.
• Note, you cannot connect one Chargebee site to different Xero accounts or different Organizations in a Xero account.
• Make sure that the account you specified for “Payment Account” in the Xero settings has “Enable Payments To This Account” checked in Xero.
• Back in the Xero Connect Wizard, on the Mappingpage, the mapping of your Xero accounts with DEAR Inventory accounts is displayed.

She also regularly writes about travel, food, and books for various lifestyle publications. To add a new contact, click the New contact button in the upper https://bookkeeping-reviews.com/ right-hand corner. There are two sections that you’ll need to complete, Contact Information and Financial Details, which are discussed in more detail below.

Sales Categorization

Under Ageing Periods, choose the number of periods to display, and the timeframe for each period. You can also choose to display by Period number or Date range. If you’re currently in classic invoicing, click Switch to new invoicing at the bottom of your screen.

This will be the account we send all of your invoices too. If you have not enabled MFA by the July 17, 2022 deadline, your account will have MFA automatically enabled. Cancel/Delete/Voiding – Click “Cancel” How To Set Up Customers In Xero to cancel the invoice while your in the process of creating it. You can “Delete” a draft or invoice that is waiting for approval. You’ll need to “Void” an invoice that is approved and waiting for payment.

Mapping Payment Options

You might use this feature if you want to export all data to Xero for a particular date range. Select a start date and then click the Export Historical Data button. While mapping is ongoing, your DEAR account will be locked and all users, including you, as the master user, will not be able to access DEAR Inventory. After the migration is done, DEAR will send you an email, which will contain a link to the page in DEAR where you can export historical data to Xero.

• If you use Xero but are looking for a more specialized or robust Client Relationship Management solution, Xero also integrates with a variety of CRM apps.
• Click Go to sync settings next to the sync error to verify your account mapping and update your sync settings.
• To Export your customers to Xero, it just happens automatically when you create or modify invoices.
• Your customers can download their invoices when they login to your B2B portal and view their order details.
• Select Xero accounts from the dropdown menus in order to match them manually.
• Bills related to Square Fees have a reference format Square Fees .

On the order’s page, go to the “Files” section and click “Create Xero invoice” to generate the invoice. Xero is a comprehensive platform for accounting process optimization. It helps SMBs worldwide automate bookkeeping operations, manage corporate finance, track projects, generate insightful reports on business spending, and much more. To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto refresh and notification processes. Select Customer Running Account Summary option from the drop down menu.

Generate invoices and automatically process payments in Xero

Alternatively, you can create a new account in Xero reload the page to continue mapping. You will be able to map your DEAR and Xero tax rules. If DEAR has tax rules that do not have an equivalent in Xero, you will have to create these tax rules in Xero first. Then, click Reload tax rules from Xero to continue mapping. You may select No and choose which data to keep or discard. Transactional data includes sales, purchases, transfers, production orders, etc.

Through Facebook Xero integration, you can make your employees’ tasks more efficient and accurate. If there is one more place where you can use similar help, that’s your accounts payable. You need a Xero account first to be able to use the marketplace in Xero. If you don’t have an account at this moment, go to xero.com and create one.