Frequently Asked Questions
Q: Can I create invoices for customers directly through Cabinetry.Online?
A: Yes, you can enable the creation of invoices for customers upon job approval.
Q: How are invoices created in Xero upon job approval?
A: A 'Draft' invoice is automatically created in Xero upon job approval.
Q: Can I customise the invoice details?
A: Yes, you can populate the invoice with a custom prefix, account, reference, and description based on the job number.
Q: Can I apply custom branding to my invoices?
A: Yes, you can define and apply branding themes to invoices generated for your customers.
Q: How are the invoice due dates set?
A: Invoice due dates are automatically set based on customer payment terms in Xero (e.g., 14 days after the invoice date).
Q: Can I export my customer list from Cabinetry.Online to Xero?
A: Yes, you can download a customer list in a format ready for direct import into Xero.
Q: How do I enable Cabinetry.Online to import jobs into Xero?
A: Enable 'Invoice Creation' to permit the following configurations.
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