![]() ![]() If there is a discount, it will be distributed proportionately across all line items as dollar amounts. ![]() Payment reminders will still be sent by Dubsado. The payment plan due dates will only show on the Dubsado invoice. The due date on the Xero invoice will match the invoice issue date, not the payment plan due dates. Line item descriptions are not supported by Xero and will not appear on the Xero invoice. When a Dubsado invoice is synced with Xero, most information will remain the same: Clients will still pay invoices in Dubsado using the payment processor you connected (Stripe, Square, or PayPal). Xero does not become your payment processor. Invoices are only updated in Xero when your client makes a payment, or when you sync the invoice manually. You will be able to sync them manually.Ĭhanges made to invoices in Dubsado do not automatically sync with Xero. Invoices and payments created before you connected Xero will not sync automatically. Xero does not sync invoices, changes to invoices, or transactions back over to Dubsado. Invoices are automatically synced with Xero after the client makes a payment, not immediately after the invoice is created. Here are some key things to know about how Dubsado invoices sync with Xero: Here's a brief overview of how data will be shared between your Dubsado brand and your Xero organisation:Īs you set up the integration, you can decide whether you'd like to automatically sync invoices and payments, automatically sync invoices only, or manually sync all invoices and payments. Dubsado can sync invoices and payments over to Xero, but Xero does not send invoices or transactions back over to Dubsado. The connection between Dubsado and Xero is primarily a one-way street. After you receive a payment, you can head over to Xero to reconcile the transaction against your bank records. Your clients will still pay you through the Dubsado invoices you send. However, if you already use Xero, or have more extensive accounting needs, you may prefer to do your bookkeeping outside of Dubsado.Ĭonnecting Xero to Dubsado allows you to automatically send invoices and payments over to Xero. #Xero invoicing software#Xero is an online accounting software built for small business.ĭubsado's built in bookkeeping features are suitable for many small businesses. Dubsado's Xero integration allows you to sync invoices and payments from Dubsado over to Xero. ![]()
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11/29/2022 07:35:28 am
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