To export invoices to Xero, navigate to the invoices index in ShiftCare.

At the bottom right of the page are three icons. Click on the second (middle) icon.

This will bring up a drop-down menu with a selection of files to export the invoices into. Select Xero.

After selecting Xero you will receive a notification the export has completed, this will come as an email and notification at the top of the page.

Click on this notification to be directed to the download link.

Click on the link to download the file. A prompt will appear at the bottom of the page containing the file name and options to Open, Save or Cancel.

Save the Excel spreadsheet to later import to Xero.

Once you have the Excel spreadsheet downloaded and saved. Head to your organisation's Xero account. At the top of the Xero page click on Accounts. On the accounts page select Import.

This will direct you to the sales invoices page. Fill in the appropriate information by selecting which system you are importing from. As ShiftCare uses Xero formatting when exporting files select Xero.

Finally, import the saved Excel spreadsheet. Before clicking Import be sure to fill in all relevant information under step 3.

Once all information is completed and you've clicked import, you will be redirected to a page with the following prompt:

To continue select complete import this will direct you to the invoices overview page where all invoices from the Excel spreadsheet will now be visible with all the relevant information.

To edit an invoice simply, select it from the list and you'll be directed to the Edit invoice page.

Note: Make sure to select Approve after editing an invoice to save all changes.

Warning: When importing invoices to Xero, if multiple email addresses are sent to the import will fail. A suggested workaround for this would be to send the invoice to a contact with multiple email addresses then edit the invoice, changing it to be directed to one recipient.

Further reading

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