Invoice and Payments Flow

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Invoice Status

The above chart outlines the process of invoices and payments with PracBill integrated into Xero. It’s important to note here that invoices will not get sync’d to Xero if the status of the invoice is Pending (i.e. the associated bill run has not been approved yet) or Draft. Only invoices with the status of Authorised will sync to Xero.

Adjusting Paid/Credited Invoices.

It is crucially important that you are aware that if you alter an invoice that already has a payment or credit in Xero, Xero will most likely reject this updated invoice as per their policies. There is nothing PracBill can do to mitigate this. We highly recommend turning on the ‘Invoice Locking’ feature to help prevent this (see further details about this feature here).

Daily Sync

At each daily sync, PracBill will pull down any relevant EFT payments that have been assigned to the invoice, and will push any payments from your payment gateway(s) to Xero, provided that your payment gateway has been setup correctly for Xero (see Xero Accounting Overview for further details).