Xero Repeating Invoices

Xero Repeating Invoices Integration

For Xero Accounting integrated firms, OnboardMe now allows you to setup and create Repeating Invoices in Xero when doing an engagement.

When creating an Engagement, a new Repeating Invoices switch will be available when Xero Accounting is connected.

To create a new Repeating Invoice template, click the New draft button.

This will open the Repeating Invoice section for you to set up your Repeating Invoice template.

You can manually create a repeating invoice, or you can base it off of an existing bill that you have created.

This will populate the Repeating Invoice template with the line items and information from the selected bill.

To save the Repeating Invoice, click the Save button in the bottom right.

We offer the ability to create the Repeating Invoice immediately, but this is not suggested. Xero does not allow editing of Repeating Invoices from external systems, so changes need to be made inside of Xero.

 NB: Repeating Invoices will automatically be created when the Engagement is accepted by the client.

Repeating Invoices can be found in the Bills & Payments section of OnboardMe.

A new Repeating Invoices tab is available and will list them all there.

Click on the row to access the Repeating Invoice or click the Xero Icon to open it in Xero.