Check an invoice’s Xero sync
On the invoice, select Xero next to the patient’s name. You see each step of the sync and whether it is done, waiting or failed. If a step failed, the error is shown, and an admin can select Re-sync to try again. Select Open in Xero to see the record there.Invoices in Xero are locked
Once an invoice is in Xero, you can’t add or remove its fees. To charge more, select Locked, then Add adjustment. Bilby creates a new invoice for the extra fee. You can still take payments and refund.The Xero queue
If your practice holds invoices for review (see Hold invoices for review), paid invoices wait in a queue instead of going straight to Xero. Only admins see it.- On the Billing page, select Xero queue.
- Tick the items to send and select Send to Xero, or select Send all.