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Xero Integration: Setting up and exporting your invoices

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Agenda

In this webinar, we’ll take a look at the Xero export process, which allows you to seamlessly export invoices to Xero directly from within WriteUpp.  

A one-way invoice export from WriteUpp to Xero allows you to handle all of your accounting in Xero whilst being able to easily reconcile contacts and invoices back to their underlying clinical records in WriteUpp.

We’ll walk through how to connect WriteUpp and Xero and how to ‘map’ information from WriteUpp to the corresponding entity within Xero, then take a look at the export process.  We’ll also check out how your invoices appear once they’ve been exported, how you can track which invoices are exported and how you can link a WriteUpp invoice to a Xero invoice.