- 08 Feb 2023
- 1 Minute to read
Transferring Invoices to Xero
- Updated on 08 Feb 2023
- 1 Minute to read
Automated Invoice Transfer & Reconciliation
If you enabled the Automatically send invoices issued in Nexudus to Xero and the Automatically reconcile payments made in Xero with Nexudus invoices toggle while completing your Xero integration, your invoice are automatically transferred and reconciled every 6 hours.
No need to worry about transferring invoices or reconciling payments anymore — Nexudus does it for you!
Manual Invoice Transfer & Reconciliation
You may want to transfer some invoices straight away instead of waiting for the automated transfer every 6 hours. The good news is, you can always manually transfer your invoices in a matter of seconds.
You can manually transfer any draft, unpaid, due or paid Nexudus invoice to Xero. You can also transfer due and unpaid Nexudus invoice to Xero, process a payment for the invoice in Xero, and update the invoice status in Nexudus by running a second transfer.
The transfer process is the same whether you want to transfer your invoices for the first time or update their status in Nexudus after processing their payment in Xero.
Always transfer the original invoice and the credit note at the same time.
Log in to the Admin Panel if you aren't already.
Click Finance > Invoices.
- Tick the checkbox next to all the invoices you want to transfer to Xero.
- Click Transfer to Xero in the Bulk actions menu.
Your transfer starts immediately. It can take up to a few minutes if you selected a large number of invoices.
If a problem occurs during the transfer, we'll let you know what caused the error. Nexudus automatically moves to the next selected invoice if a problem occurs until we've attempted to transfer every selected invoice.
All successfully transferred invoices will have an Xero an In Xero tag to help you spot them in the invoices list.