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Bilby sends paid invoices and their payments to Xero. It doesn’t bring changes back from Xero. Sending invoices day to day is on Billing and payments.

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Connect Xero

  1. Go to Settings › Xero and select Connect to Xero.
  2. Sign in to Xero, choose this practice’s organisation and allow access.
  3. Back in Bilby, choose the income account and the GST-free tax rate (for Medicare-rebated items), then select Save.
Nothing is sent until every account is chosen.

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Map each payment method to a Xero account

Each payment method (card, cash, bank transfer and so on) needs a Xero account so payments land in the right place. Go to Settings › Payment methods and choose an account beside each method. Use a bank account, or one with payments enabled in Xero. It saves as you pick. Payments by a method with no account aren’t recorded in Xero.

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Use a separate account for a practitioner

If a practitioner’s takings go to their own Xero account, open their name under Practitioner accounts on Settings › Xero and choose the account.