Xero Unpaid Invoices

Xero Unpaid Invoices

In GP-Billing, open Reports dashboard and Service Reconciliation.
Set date range and click “Refresh”
Click “Export” – if you get error message, close and re-open.
Click “Save As” and click “Download”
Select “Finance, GP-Billing and Invoices.xlsx” then click “Save and Yes”, close the spreadsheet
Open “Finance, GP-Billing, Xero Unpaid Invoices.xlsm”
Click “Import” and “OK”
Click “Invoices” and “Save” and “OK”
Go Into Xero, Business, Invoices, Import
Browse for “Finance, GP-Billing, XeroSalesInvoices.csv” and click “Open”
Click Import and Complete Import




    • Related Articles

    • Account Management

      Each customer has an account in GP-Billing that holds a history of interactions. From the [Billing] dashboard, click the [View Account] button. Use the following buttons to find or add the customer account: [Sync Patient]                    ...

    • Frequently Asked Questions

      How do I create a partial credit note? Go to the customer account screen, click [Refund/Credit], click [unpaid items], click [credit] next to the item, enter the amount you want to credit, click [credit] GP Billing says that my user account is not ...

    • Quickstart Guides

      Please see attached PDF document.

    • User Guide

      Please see attached PDF document.

    • Export Transactions to Accounting Software

      GP Billing allows bills to be exported to Accounting software (SAP, Xero, Sage or Quickbooks) Click the three lines at the top of the page and select the "Apps" button. Select Export Transactions. Setting up Export Transactions Click the three dots ...