Invoice Settings

Allows you to manage how the invoice is laid out in Xero

Found under Settings>Invoice Settings

Options:

Connection Status: This is where you connect to Xero/MYOB. Once connected it shows the connection details e.g., which company is connected to

Invoice Settings:

• Show site name on invoice. If yes, then a line is added at the top of the line items with the site name.
• Show job date on combined invoices. If yes, then when multiple jobs are invoiced at once from the jobs list, the line item showing the job reference will also include the job date.
• Combine task lines on the invoice. If yes, then any tasks that have been duplicated and have the same parameters will be rolled into one for invoicing.
• Combine product lines on the invoice. If yes, then any product entries that have been duplicated and have the same parameters will be rolled into one for invoicing.
• The stock list shows item codes. If Yes shows the item code on the stock list under settings to allow you to enter a default item code for that product/material/service.
• The stock list shows GL codes. If Yes shows the GL code on the stock list under settings to allow you to enter a default GL code for that product/material/service.

Order:

This section allows you to set what order the blocks will appear on the invoice - tasks, products, materials, and services.

Invoice date:

Sets which date to use for the invoice date in Xero - the Day the invoice is created or the date of the last job completed

Invoice due date:

Sets the invoice due date so that the invoices can be bulk selected and approved in Xero.

Options include; Invoice date, End of invoiced month, Don't set due date.