Your Payments will be applied as Xero payments on the invoice to pay out the outstanding balance.Your Sales Revenue will appear with positive values on the invoice.There are a few key things that we need to point out with Approved invoices. When you open the invoice, you will be able to view all of your account mapping. You should see your Approved invoice in the Paid column in Xero. When you are exporting a Reconciliation invoice as Approved, this will export to the Paid Invoices section in your Xero account. The entire invoice is completely editable, you can change the Account Name, Description, Mapped Accounts & even the invoice number.ĭraft invoices are designed to be completely editable which allows the merchant to make any adjustments before they approve the invoice.Įxporting Reconciliation Invoices as Approved.This allows the invoice to balance without an amount owing. Your Sales Revenue will appear with positive values, while your Payment data will appear with negative values.There are a few key things that we need to point out with Draft invoices. You should see your Draft invoice in the Drafts column in Xero. You can access this by going to Business > Invoices in Xero. When you are exporting a Reconciliation invoice as Draft, this will export to the Draft Invoices section in your Xero account. Review our guide on how to export Purchase Orders to XeroĮxporting Reconciliation Invoices as Draft.Review our guide on how to export Account Sales to Xero.You will need to have configured your Accounting Integration here.Things you'll need before you get started.īefore your data will begin sending to Xero, you will need to prepare a few things before you can get started Exporting Reconciliation invoices as Approved.Exporting Reconciliation invoices as Draft.Things you'll need before you get started. The example integration we will be using here is Xero but the locations should be similar if you are using another integration like MYOB or QuickBooks. This guide will go through a summary of the different export types for our Accounting Integrations and where the data will appear in your Accounting Program.
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