Xero integration
In this article we will cover connecting your SimpleClinic account to your Xero account. This requires a Xero Starter, Standard, or Premium plan. If you h...
Mon, 21 Mar, 2022 at 10:54 AM
Please read this article carefully to understand how the Xero integration works with SimpleClinic. SimpleClinic offers a 15 minute session to review th...
Tue, 4 Jun, 2024 at 9:19 AM
This article describes how to change the behaviour when SimpleClinic sends invoices to Xero to leave the invoice status in Xero as awaiting payment. When r...
Mon, 11 Nov, 2024 at 5:04 PM
If you have chosen to reconcile with Xero using a Settlement Account this article will explain how. There are two ways to do this: Option 1: Manuall...
Wed, 6 Jan, 2021 at 10:41 AM
This article covers multiple error types. Please check the email you received to find out which error you encountered or check the invoice comment of the fa...
Wed, 16 Mar, 2022 at 4:00 PM
When reconciling payments in Xero received via Ezi-Debit to match to your SimpleClinic invoices, you have two options: 1) When you are reconciling in X...
Fri, 24 Jul, 2020 at 4:10 PM
Many practitioners are accepting pre-payment for consultations either in whole or in part. When receiving this amount, an invoice is raised by SimpleClinic ...
Wed, 6 Apr, 2022 at 3:15 PM
Creating the Necessary Xero Chart of Accounts SimpleClinic requires accounts in your chart of accounts to be created for: 1. An account to be settled i...
Tue, 9 Jun, 2020 at 12:16 PM
The most common reason for errors is that the contact already exists in Xero, but the invoice did not have a Xero ID in SimpleClinic. You can modify a clien...
Fri, 17 Sep, 2021 at 1:44 PM