To seamlessly integrate NurseBuddy with Xero account for efficient and accurate invoicing.
Key Steps:
Enable Integration in NurseBuddy:
Go to Settings > General Settings.
Tick the box for integration and select a code for the Xero account for invoicing.
Click Save.
Create Invoice Contacts:
In NurseBuddy, go to Settings > Invoicing.
Create all invoice contacts.
Ensure contacts match those in Xero for seamless integration.
Assign Invoice Contacts to Visits:
Ensure each client visit has an invoice contact assigned.
Set default invoice contacts for recurring visits if needed.
Manually assign invoice contacts for visits with different payment sources.
Generate Invoices in Xero:
Log in to Xero and NurseBuddy.
Run the "Visits by Product" report in NurseBuddy.
Filter by client and time frame.
Click on "Create Xero Invoices" in the report.
Match NurseBuddy contacts with Xero contacts.
Click Create.
Review and Approve Invoices in Xero:
Check the newly created invoices in Xero.
Verify details and adjust prices if needed.
Add additional information like company logo and address.
Approve and email the invoices to clients.
Handling Changes and Cancellations:
Cancel visits in NurseBuddy if needed.
Adjust billing time for canceled visits.
Edit billing time for visits with changes.
Refresh reports to ensure accuracy.
Cautionary Notes:
Ensure contacts in NurseBuddy match those in Xero for accurate integration.
Double-check invoice details before approving in Xero.
Handle cancellations and changes promptly to avoid billing errors.
Tips for Efficiency:
Set default invoice contacts for recurring visits to save time.
Regularly review and update invoice contacts for accuracy.
Use reports in NurseBuddy to track billing changes and cancellations effectively.
Link to Loom