Ready to make your accounting even easier?With our Xero integration lets you turn Nursebuddy visits and rates into professional Xero invoices. Once synced, you can add extra items, edit details, and email them to payers directly from Xero.
You’ll need an active Xero account to get started. You can contact Xero or create a free trial here:https://www.xero.com/ie/signup/
Disclaimer: Nursebuddy is not commercially linked to Xero
How to set up the integration
Navigate to Settings > General Settings > Integrations and select the Xero option to activate it.
2. Enter your Xero Chart of Accounts number. For example, if you want these invoices registered under "Sales," you would typically enter "200". Click Save.
3. Go to Client Reports > By Product, then select the specific client and date range you wish to invoice.
Double-check that all visits have an Invoice Contact assigned, or they won't know where to go in Xero!
4. Under the Actions menu, select Create Xero Invoice. A pop-up will appear asking you to log in to your Xero account securely.
5. Login to your Xero account in the pop up window.
5. You’ll be asked to match your Nursebuddy contacts with your existing Xero contacts. This ensures the money is always assigned to the right person.
6. Success! Your invoice is now a draft in Xero. You can find it under the client's contact details, where you can add last-minute items or hit "Send."
Video Tutorial
Would like to see how the integration works? Have a look at this video: