![]() ![]() You can enable or disable discount to any invoice item individually.Īt the export, the discount from Clerk is rounded to hundredths of a percent - that is a Xero discount limitation. Use sales tax from invoice item account.ĭiscounts that you set in Clerk Invoices are exported to Xero.That happens only if the invoice client has a default sales tax set in its settings. Use the default sales tax from invoice client.That happens only if we have product or services connected to the invoice item and that product or service has a default sales tax set in its settings. Use the default sales tax from the product or service connected to the invoice item.Instead, they are applied automatically based on the following logic in the following order: So taxes are not exported from Clerk invoice. Taxes in Xero work in a different way compared to Clerk. Use the first account from the Revenue accounts list in Xero.That happens only if default Sales account was not deleted, renamed or archived. Use Sales account that is created in Xero by default.That happens only if the invoice client has a default sales account set in its settings. Use the default sales account from invoice client.That happens only if we have product or services connected to the invoice item and that product or service has a default sales account set in its settings. Use the default sales account from the product or service connected to the invoice item.Clerk will automatically connect every invoice item with Xero account using the following logic in the following order: Invoice items in Xero will have corresponding services connected to first 2 invoice items:Įvery invoice item in Xero should be connected to Xero account. We have the following products and services in Xero with the following item codes:Īnd we have created the following invoice in Clerk and put Development Hours and Design Hours item codes in square brackets inside invoice item descriptions: You can use non-trackable products and services only. If the product or service could not be found, the invoice item will not have any product or service attached to that invoice item in Xero. If corresponding product or service is found in Xero, its code in square brackets will be removed from the invoice item description. Clerk will automatically search for the corresponding Xero product or service by its item code and set it for each invoice item. The code should be written exactly as it is written in Xero. To set a Xero product or service for invoice item in Clerk, just put its item code at the beginning of item description in square brackets. In Xero, every invoice item may be connected to product or service that you pick from a list. Setting Xero Products and Services for Invoice Items Clerk Invoices uses automatic sync mode by default.Įnabling Xero integration requires just a few clicks! Go to Settings ▸ Integrations, click Connect Xero button and follow the onscreen instructions.Įvery exported invoice in Xero will have a link to the corresponding invoice in Clerk in the invoice footer. At the current version, this is a one-way sync from Clerk Invoices to Xero. Sync works for invoices that belong to Xero clients only. ![]() ![]() If you enable manual sync mode, you could manually sync any invoice using the Export menu of a specific invoice. With automatic sync, every created or updated invoice will be automatically created or updated in connected Xero organization. Clerk Invoices supports automatic and manual sync. Xero clients are updated in Clerk in real-time when you change them in Xero. Renaming and deleting for Xero clients will be disabled. You could work with them like with regular Clerk clients - create invoices and invoice templates, see reports etc. If you use Xero, you can connect it to Clerk Invoices to enable the following features:
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