- Enable “Account Receivable Only” whenever you process sale invoices (turn it off afterwards)
- Allow EzzyBills to automatically determine the invoice type (sale invoice vs. supplier invoice). All you need to do is, in the user profile setting, add a phrase to the ‘Auto-detect Accounts Receivable Keyword’.
- Email sale invoices to ###.email@example.com, where ###@ezzybills.com is your normal EzzyBills Upload Email.
1. Customer Extraction
To export a Sales Invoice to your accounting software we also need to determine the Customer – See more.
2. Invoice Number
- You should also ensure that the Invoice Number are unique. Your accounting software will reject duplicate sale invoice numbers
- You have an option to use an invoice number that will be automatically generated by your accounting software (require setting change in EzzyBills. Settings > Advanced Options > Automatically generate Sale Invoice Numbers)
3. Invoice due day
We use the due date settings in your accounting software. The order is:
1.default setting for each customer;
(Screenshot Below: example of one of your Xero customers setting)
2. if not set then, overall default setting for your Organisation in your accounting software
(screenshot below: Xero, Organisation settings > Invoice Settings > Sales Invoices Default Due Date (Optional) );
3. if both not set, use EzzyBills default of 30 days.
4. A typical sale invoice example that EzzyBills export to Xero
Screenshot below is an example Sales Invoice exported to Xero by EzzyBills (all lines are extracted, with original invoice sent to Xero as an attachment.)
5. Reference Number
EzzyBills can fill in the Reference field with the purchase order number from your invoices. You just need to change the Purchase Order Keywords setting in your EzzyBills Settings. Find out how here.
Screenshot below is an example of an invoice with a purchase order number.
When the above invoice is uploaded to EzzyBills as a sale invoice, we will export it to Xero as a draft sale, with the Purchase Order number in the Reference field (highlighted in the screenshot below)
Please note that
- EzzyBills also allows you to upload Xero Import Files that contain sale invoices data.