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These options are on Settings › Xero.

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Choose the date to start sending from

Set a start date if you’ve already entered earlier invoices in Xero yourself. Invoices before it aren’t sent. If you clear the date, older paid invoices can go to Xero too, so check you haven’t entered them already or they’ll be doubled.

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Send part-paid invoices

By default an invoice goes to Xero once it’s fully paid. Turn this on to send it after its first payment; later payments are added to it. Medicare bulk-bill and gap invoices still wait for Medicare.

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Send patient names

Turn this on to add the patient’s name beside the Bilby code in Xero, which makes matching easier. Only invoices sent from then on change.

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Hold invoices for review

Turn this on to keep paid invoices in Bilby until someone checks them and selects Review waiting invoices to send them. With it off, invoices go to Xero by themselves. Xero locks a paid invoice, so a later change in Bilby may mean voiding and reissuing it in Xero.

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Disconnect Xero

Select Disconnect, then confirm. Bilby stops sending, and invoices already in Xero stay there. After you reconnect, check your income account is still chosen.

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Troubleshooting Xero