Customer Invoice Settings

Table of Contents

• Customer Invoice Settings
  • Invoice Payment Terms
  • Invoice Account Code
• Order Facilitation Fee Settings
  • Bill Account Code
  • Bill Frequency
• Sync customers with Xero (OPTIONAL)
  • Sync Contacts

To enable Cabinetry.Online to import jobs into Xero, enable 'Invoice Creation'. 

This will then permit the following areas to be modified.

Invoice Prefix

This section will enable you to configure the invoice prefix to suit your business needs. 

If left empty, the default prefix will be ‘INV”.

Invoice Payment Terms

This section will enable you to set the default time in days that each invoice will be due upon order acceptance. To have the invoice due date be due as soon as the job is accepted, set this field to 0. 

The invoice due date will also be dated as per what is set within an individual customer's settings.

Invoice Account Code

This field will enable you to select the account within your Chart of Accounts that applies to cabinetry orders as a source of income. If you are unsure which account to assign in this field, please confirm with your accountant.

Order Facilitation Fee Settings

To enable Cabinetry.Online to import the order facilitation fee bills automatically into Xero, enable the button which will then give you the following areas to modify:

Bill Account Code

This field will enable you to select the account within your chart of accounts that apply to the order facilitation fee payable to Cabinetry.Online. 

If you are unsure which account to assign in this field, please confirm with your accountant.

Bill Frequency

This field will enable you to select the frequency of bills being created. The following options will be available:

• Per Job: This option will mean that Cabinetry.Online will create individual bills in Xero as are generated

• Monthly: This option means that one bill will be created at the start of the following month and will add each job with its respective order facilitation fee values to each line of the invoice.

Sync customers with Xero (Optional)

This optional section will enable you to export your current customer list to a CSV file acceptable to be imported into Xero.

This section is optional as Cabinetry.Online will automatically create customers within Xero when they submit a job and an invoice is generated.

Sync Contacts

This section will enable you to sync the contacts that are currently in both Xero and Cabinetry.Online. 
If the customer exists in both systems, the Xero status on the customer list page will show the following: