To view and change settings for your connection from Practice Ignition to Xero, go to "Apps" on the left hand menu and click on "Xero".

If you already have a Xero account connected, you will see something that looks like this:

Click "Accounts and invoice terms" to view the available settings.

Default Sales Account

Choose which sales account you would like your accounts to link to by default, this can be later customized within each service item you create.

Initial Invoice State

This is the state that your invoices will be in once generated from Practice Ignition. Please note that if you have payments or client notifications enabled, then the invoice will automatically be generated in the 'Awaiting Payment' state, regardless of what your initial invoice state is.

Client Name Sync

If client name sync is on, then when new invoices are created in Xero by Practice Ignition, the contact name in Xero will be updated to match Practice Ignition.

Payment Terms

Default Invoice Terms - This will set the due date on your invoices to that number of days after your invoice date for any non-recurring invoices. Eg. If 0 is entered, then for an upfront invoice, the due date will be the same day as the invoice day.

Recurring Invoice Terms - This will set the due date on your recurring invoices to that number of days after your default company invoice day.

If you haven't already enabled payments, here's how to turn on Payments.

Invoice Branding Themes

Branding theme when payment is collected through Practice Ignition

This branding theme will be used for any invoice where payment is being collected through Practice Ignition.

Branding theme when payment is arranged manually

This branding theme will be used for any invoice where payment is being arranged manually, outside of Practice Ignition.

Did this answer your question?