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Xero Integration: Setting up and exporting your invoices

Date

Thursday, September 12, 2019

Time

02:00 PM Europe/London

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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 exporting and how you can link a WriteUpp invoice to a Xero invoice.  



Presenter

Jenni@WriteUpp

WriteUpp's Product Champion, Jenni is responsible for testing, QA, documentation and all things that should make your experience of using WriteUpp more productive and more enjoyable!