![]() ![]() To enable, click the toggle switch Sync invoice payments. Other invoice payments will be synced to the chart of accounts you specify for Default Payment. If enabled, select which charts of accounts you want to sync invoice payments to.Ĭlick Add New to sync invoice payments using a specific Halaxy payment method to a specific Bank type chart of accounts in your accounting package. Other expenses will be synced to the chart of accounts you specify for Default Expense. Select which charts of accounts to sync expenses to.Ĭlick Add New to sync expenses from specific Halaxy expense category to a specific Expense type chart of accounts in your accounting package. Other revenue will be synced to the chart of accounts you specify for Default Revenue. Select which chart of accounts to sync revenue to.Ĭlick Add New to sync revenue from a specific Halaxy fee category to a specific Revenue / Liability chart of accounts in your accounting package. ![]() Only available if Only sync invoices with a payment is unticked. Select the status to sync unpaid invoices in Xero - Draft, Awaiting Approval or Awaiting Payment. If unticked, payment processing fees are synced as negative invoice lines to your choice of revenue, expense or liability account. Tick to sync electronic payment processing fees as an expense. Sync Halaxy Auto Payment charges as an expense If unticked, all invoices, including unpaid invoices, will be synced. ![]() Tick to only sync invoices where the invoice has been marked as paid or partially paid. Patients will have numeric identifiers in the format HX-123. Tick to anonymise patient names in your accounting package. If unticked, only transactions created after you set up syncing will be synced. Tick to sync transactions that already exist in your Halaxy account will be synced. Only transactions on Halaxy from that date onwards will be synced from Halaxy. Select the starting date for transactions. To avoid this, ensure you select that you want to sync only invoices with a payment at the top of the Xero & Halaxy Connection page.ĭiscounts: Discounts in Halaxy are synced as negative lines on an invoice in Xero. Unpaid invoices: Unpaid invoices appear in your Xero account with a Draft status. If you need to further update the invoice, you will need to look for the payment in Xero, delete it and resync the invoice. In addition, manually editing the invoice or payment in Xero may cause the link between the Halaxy invoice and the Xero invoice to break. However, once an invoice has been marked as paid in Xero, Xero changes the invoice status and locks the invoice, so if further edits/syncs are required, they cannot be made. Syncing payments to invoices: When a payment is applied to an invoice in Halaxy, it will be synced to the matching Xero invoice. Therefore, you need to manually void the invoice in Xero. Medicare rebates (Australia only): invoices with bulk bill and DVA rebates paid to you are fully synced with your Xero account when the rebates have been paid to you, which you can confirm on your Medicare reports.ĭeleting invoices: Although you can delete invoices in most circumstances in Halaxy, you cannot delete invoices in Xero, so if you delete an invoice in Halaxy the invoice is not automatically deleted in Xero. You can choose to have Halaxy sync Auto Payment transaction fees as an expense or as a negative invoice line to your choice of revenue, expense or liability account (for example, if you process a $100 auto payment and the transaction fee is $3, Halaxy syncs the $100 invoice line and the $97 payment to you, and it also syncs a -$3 invoice line so that your invoice balances). This usually takes 2 business days after the payment is processed, which you can see on your Auto Payments reports. As an alternative, you can choose to sync payments to different charts of accounts based on payment method.Īuto payments: Halaxy invoices paid through Auto Payments are fully synced to your Xero account when the payments have been deposited to you. Payment Methods: Payment methods are tracked in Halaxy but not in Xero, so payment methods recorded in Halaxy are not synced to Xero. ![]() To resolve this, you must update the invoice status in Halaxy or manually sync the transaction. If you mark an invoice as paid in Xero, the invoice payment status contradicts the invoice payment status in Halaxy. However, records created in your Xero account do not automatically appear in your Halaxy. Records created in Halaxy automatically appear in your Xero account. One-way syncing: The syncing between your Halaxy and Xero accounts is one-way. ![]()
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