How to Export Invoices to Xero

Export your invoices to Xero for seamless accounting integration. Download patient invoice details by choosing a specific date range, and then import the CSV file into Xero for further processing.

Exporting Invoices

Follow these steps to export your invoices to Xero:

1. Click on Reports in the top left header.
2. Select Xero from the sidebar.
3. Choose the desired Date Range.
4. Enter the Account Code as it appears in your Xero Account. The Chart of Accounts includes every account in your Xero account, such as 'Sales', accompanied by a numeric Account Code.
5. Click Override Tax Name if the tax name appears differently in Xero compared to Noterro. The tax name identifies the rate in Xero's chart of accounts but doesn’t show on invoices or other documents sent outside Xero.

Important Note: Xero imports invoices as drafts. After importing, ensure you review, approve, and apply payments to them in Xero.

Xero Import Customer Invoices