How to Export Invoices from SMS to Xero with Multiple Item Lines
Overview
This tutorial will provide information on how the Student Management System automatically exports Invoices with Multiple line items to Xero.
IMPORTANT
An item line will be created for each
Student Invoice item line. The associated account code used for the item line
in Xero will be as per the following logic:
- The Account Code will be set to match the one
that was set for the related Fee in the Program Instance of the Enrolment.
- If the related Program Instance Fee does not
exist or has not been set, then it will use the default Account Code specified in
Xero Export Options for the related Fee Type.
- Additionally, the invoices will only be exported
to Xero if it meets ALL of the following conditions:
o The invoice has not been exported to Xero yet.
o The creation date of the invoice (Date Created) is greater than or equal to the Date of First Invoice.
o The invoice has already been paid, OR
o The due date of the invoice is less than or equal to today’s date.
A
scheduled system task will run every 2 hours to check for invoices
that are qualified to be exported to Xero. All exported invoices will then
appear in the “Invoices” section of Xero Accounting Software under “Business”
menu.
- To see exported invoices from SMS to Xero:
- Go to Finance
- Go to Invoices Tab
- Click "Exported to Xero" dropdown list to filter the invoice view:
- Select N/A will not include the "Exported to Xero" as a search criteria.
- Select NO to exclude invoices exported to Xero.
- Select YES to include invoices exported to Xero.
- Click Search
Refer to the image below on where to find the dropdown list in the SMS.
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