> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bilby.health/llms.txt
> Use this file to discover all available pages before exploring further.

# Xero sync options

> Choose what goes to Xero and when, disconnect, and fix problems.

These options are on **Settings › Xero**.

## 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.

## 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.

## 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.

## 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.

## 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.

## Troubleshooting Xero

| Message | What to do |
| - | - |
| "Xero connection failed. Try connecting again, or check that you authorised the right organisation." | Connect again and pick the right Xero organisation. |
| "Last send error:" followed by a reason | Fix what it says, such as a payment method with no account. |
| "Xero rejected the request. Reconnect your Xero organisation and try again." | Select **Disconnect**, then **Connect to Xero** again. |
| "Your Xero connection has expired. Reconnect your Xero organisation to keep sending invoices." | Disconnect and connect again. |
| "The account currently saved (…) cannot be used on a Xero invoice line." | Choose an active income account that isn't a bank account, then save. |
| "This account cannot receive Xero payments." | On **Settings › Payment methods**, choose a bank account, or enable payments to that account in Xero. |


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