It is possible to send the details of invoices created in ShiftCare to your accounting software to monitor and reconcile invoice payments.
Xero, QuickBooks (QBO), and MYOB AccountRight have specific file formats, for all other accounting software (for Reckon for example) the CSV (comma-separated value) file can be imported into most platforms.
At the bottom of the Invoice List page, you'll find a download button. Clicking this will provide the list of available file formats.
Clicking on the option for your accounting software will begin the process of compiling the list of invoices into a download. Once this process is complete, you'll get a notification at the top of the page.
The CSV invoice file will provide the top-level invoice details which your accounting software can use to keep track of payments.
The invoice number can then be used to locate the full details, line item descriptions of the date, duration and price of the services, of the invoices in ShiftCare.
More commonly Xero, Quickbooks, and MYOB AccountRight customers email the invoices from that system. If you're using the CSV option as described above (for example, Reckon customers), to provide the line item breakdown of the invoice, you can email the invoices from ShiftCare individually or automate the emailing of invoices by following these steps.
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