Xero

HMB integrates with Xero allowing you to upload Invoices directly to Xero.

You will need at least the base Xero Subscription.

• Select the Xero Revenue Account Code that line items uploaded from HMB will be associated with.

  • https://central.xero.com/s/article/Add-or-edit-an-account-in-your-chart-of-accounts#Addanaccount

• Create an Inventory Item in Xero to be used when uploading invoice line items to Xero.

  • https://central.xero.com/s/article/Add-an-inventory-item

Within HMB navigate to Settings | Integration | Xero

• Enable Xero Integration

• Enter the Xero 'Revenue Account Code'

• Enter the Xero 'Inventory Item Code'

• Save the changes.

To upload an Invoice into Xero you must ensure that either the Billing Contact (if selected) or the primary Job contact has an email address.

Once Xero integration is enabled, you must upload an invoice to Xero before you can send the invoice to the customer.

Once the Invoice has been sent, you will not be able to delete the Invoice - the correct procedure in this case would to be raise a Credit Note within Xero and then create a new Invoice.