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.
Controls whether invoices will deploy to Xero by default on all Practice Ignition Proposals. You can change this on a specific proposal on the Apps tab.
Default Sales Account
Choose which sales account you would like your services to be linked to by default, this can be later changed within each service item you create in the Service Library.
Initial Invoice State
This is the state that your invoices will be in once generated from Practice Ignition.
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.
This is because automated operations such as 'Mark as Sent' or payment reconcile can only be performed on invoices in this state.
Include Service Descriptions (available on Scale or Professional subscription plans only)
Controls whether to display service descriptions set on your proposals on your invoices. Some important considerations:
- Ensure your service descriptions aren't too long - or you will end up with a 10 page invoice!
- Invoice descriptions only allow for plain text - but Practice Ignition Service Descriptions allow for some formatting. Avoid using advanced formatting in Practice Ignition service descriptions (e.g., tables) as they won't transfer to invoice descriptions. Alternately, put tables etc in "included" services - as these are not used on invoices.
- Optimise your invoice template in Xero to allow for a more detailed description. If possible, just include the Description and Amount columns on your Xero invoice theme to ensure ample room for the scope description.
Client Name Sync
If client name sync is on, then each time new invoices are created in Xero by Practice Ignition, the contact name in Xero will be updated to match Practice Ignition. This is a one-way sync from Practice Ignition to Xero - changes in Xero will not be reflected in Practice Ignition.
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.
Best Practice Note: If you are using Practice Ignition Payments - these settings should be set to MATCH your Payment Terms settings (find these under Settings > Payment Gateway Settings). This means that payments will always be deducted from your clients account or card on the due date of the invoice.
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.
Have a look at the video below on how to set your branding themes.