There are two options for how invoices can be exported:

Option 1: Manually in Invoice list view

• When the Automatically export invoice information to Xero upon invoice creation setting is disabled:
• An invoice can be pushed to Xero in the list view through the Xero Menu.
• The Xero Menu is available in:
  • Side menu/Invoicing/Receipts
  • Side menu/Invoicing/Single invoices
  • Side menu/Invoicing/Consolidated invoices

Option 2: Automatically upon creation

• When the Automatically export invoice information to Xero upon invoice creation setting is enabled:
  • When a Receipt or Single Invoice is created, it is automatically pushed to Xero. 
  • The synchronization happens every 5 minutes. 
  • An invoice can still be pushed to Xero in the list view through the Xero Menu.
  • Consolidated invoices need to be pushed manually in the consolidated Invoice list view.

Additional Details:

• With both options, Fixably creates a customer in Xero if the customer has not been previously created in Xero by Fixably.
  • When a customer is created through Xero, we store the external customer ID in the Fixably database, which we use every time we do an invoice export for that customer.
  • Customer information is updated in Xero in every invoice export
• Ledger account information will be exported with the invoice for the invoice lines, products and payment type.
  • Ledger account information can be set in
    • System Settings/Payment type
    • System Settings/Product categories
      • By default, export will use Product Card ledger information
      • If the Product does not have ledger accounts set, the Product inherits Product Category ledger account information.
      • If the Product category does not have ledger accounts set, the Product inherits corresponding Fallback/Suspense Account information
• If Automatically export product information to Xero is disabled:
  • Exports invoice to Xero.
    • Creates a customer record in Xero if the Xero customer ID is not found in the Fixably database.
  • Does not upload product information to Xero, only Invoice information.
    • Invoice lines have product information, but these are not mapped to Xero products.
• If Automatically export product information to Xero is enabled:
  • Exports invoice to Xero.
    • Creates a customer record in Xero if the Xero customer ID is not found in the Fixably database.
  • Exports the invoice’s order line product(s) to Xero.
    • Creates product record(s) in Xero if the Xero product ID (s) are not found from the Fixably database (same logic as customer export).
      • Info included: Product code, description, quantity, external tax ID, price
      • At the moment, Product information is not updated automatically after the first export
      • You will need to update product information in Xero if the product is modified in Fixably (does not apply to pricing, as product price is always exported in invoice line)
    • Maps invoice line items to accounting system products
    • Requires Product Category Invoice Tax Rate & Billing Tax Rate to be mapped. Please see Mandatory System Settings in the setup documentation.