If you haven't already created a Xero account, you can sign up for a free Xero account.

This help guide will cover:

An invoice is synced with Xero when a payment is applied or marked as sent. An invoice won't be synced while it is in the draft status, allowing you to make updates.

The client will first be looked up in Xero to see if there is a match. If there is, the invoice will be associated with the contact. If there is no match, a new contact will be created in Xero. You can track lifetime value and generate account statements in Xero. Xero syncs details such as name, email, phone numbers, and address.

Payments applied to invoices in splose will be synced along with item descriptions, tax rates and Xero accounts.

Accounts for all invoice item lines created in splose are synced to Xero to ensure your ledger is accurate.

Tax rates applied to invoice item lines, such as GST-free, GST on income, etc., are synced across to Xero.

Percentage and dollar amount discounts applied to invoice item lines are synced to Xero.

The invoice subtotal will be synced to splose, including tax, excluding tax, or no tax.

Tracking categories for locations and practitioners can be set up and synced to Xero.

The Xero integration makes reconciling your accounts effortless - simply match the bank statement lines with transactions in Xero.

Go to Settings, then Integrations, and in the Xero tile, click Connect.

Log in to your Xero account, then select an organisation to connect to splose and click Continue.

Your chart of accounts will be displayed in the Xero integration settings in splose.

Select the default account that should be assigned to invoice items. This account will be the default account used for invoice items, unless you select another account from the service settings. This is typically a Sales or Revenue account, since it is the chart of accounts for income.

Select the default account that should be assigned for payments made in Xero. This account will be the default account used for payments, unless you select another account from the payment settings. This is typically a Bank account or Clearing account, since it is the chart of accounts for payments received or where funds settle.

If you are taking advantage of the two-way integration and you reconcile payments in Xero, then when an invoice is reconciled in Xero, the invoice in splose will be marked as paid with this payment method. This is typically labelled as "Bank transfer" or "Direct deposit", depending on how you have set up payment types. This is used to mark invoices as paid in splose.

If any invoices have failed to sync with Xero, they will be displayed under the unsynced invoices section.

Go to Workspace Settings, select the Services nav menu item, then edit a service. Select the Xero account you wish to use for this service. Then click Save.

If you apply payments in splose, then you can assign an individual Xero account to a payment method in Xero. For example, if you have account codes for Credit card, Medicare, HICAPS, etc, you can assign account codes so that payments made in splose can sync to the correct account codes in Xero. You can do this from Settings, Payments and clicking edit on a payment method.

Select the Xero account and click Update.

Payments made in splose are created separately in Xero, and the payment type is added to the reference name, making reconciling easier than ever.