With our Xero integration you can create your invoices using the information in Nursebuddy of visits, products and contacts. You can also add additional items to the invoices, edit the information and send the invoices to the payers directly from Xero.
You need to have a Xero account and login details in order to set up both systems.
You can contact Xero or create a free trial here: https://www.xero.com/ie/signup/
**Disclaimer: Nursebuddy is not legally or commercially linked to Xero.
How to set up the integration
Go to your account settings using the "Settings" option from the left menu bar and activate the Xero integration.
Settings> General Settings> Integrations
2. Add the number of the account you want to use in Xero, for example if you want to register the invoices under Sales, you should enter "200".
After that, click Save.
3. Open up your Client Report > By Product report, select your client and date range required.
Make sure that all the visits in Nursebuddy have the invoice contact added.
4. Go to actions and Create Xero Invoice. You will be asked to login to your Xero account.
5. Login to your Xero account in the pop up window.
5. Select your payer type and contact information to sync with Xero.
You will need to establish invoice contacts in Xero that correspond to your contacts in Nursebuddy
6. Your invoice will then generate and you'll find it in your Xero account under your client's contact details where you can add more items, edit the information and send the invoice to the invoice contacts.
Video Tutorial
Would like to see how the integration works? Have a look at this video: