#Xero invoicing pdf#
#Xero invoicing update#

Where there are multiple employees on an invoice, they will be separated by a comma. Obtained from Users > Employee > select employee > Personal Details.įormatted as Firstname Lastname. If there are multiple 'week endings' on the one invoice, only the first will be sent. Obtained from the last date of a timesheet. Includes the purchase order number on the invoice. Reports the recruiter names associated with the invoice.

#Xero invoicing update#

If you wish to use any of these, you will need to go to Config > System Setup > Xero Integration Settings and update the Reference Field Text field to include the required tokens. The Invoice Ref is a free-text field and can include the tokens in the table below.

#Xero invoicing pdf#

Will not appear on the invoice PDF sent to a customer, as it is intended for internal use only Will appear in a draft invoice that is unlocked for editing This will apply if a reference has not been manually entered in an invoiceĮntered directly in the Invoice Ref field of a draft invoice Set in Config > Company Management > select the entity > Invoicing > Account Codes in the Invoice Reference field This will apply if a Reference has not been set on the Entity or manually entered in an invoice Set in Config > System Setup > Xero Integration Settings, under Reference Field Text The Invoice Reference is set in one of three places in Astute and will apply using the below hierarchy. The Invoice Ref field on an invoice in Astute determines the Reference that will appear on a Xero invoice. If there are multiple entities in your portal, you will need to configure the Invoice Numbering separately for each entity. Set the number of digits in an invoice numberįor example, if this is set to 4 and your next invoice number is 32, the invoice will numbered as 0032

‘On a per-client basis’ applies the next available number for that client onlyĮnter the number that you would like to allocate first.‘On a system-wide basis’ applies the next available number based on all invoices that have been created in the portal.Set the invoice increment for each subsequent invoice: Include a code specific to the client as part of each invoice numberĪdd a static, user- generated code as part of each invoice number The Invoice Numbering settings can be configured as follows: Use Client-Specific Code When this is enabled, the invoice number from the Astute invoice is applied to the invoice created in Xero. Go to Config > Company Management > select the entity > Invoicing > tick ‘Enable Invoice Numbering’. Invoice Numbering determines how numbering is applied to invoices for each entity.