How to Export Invoices to Xero

You can export invoices to Xero for accounting processes. Download Patient invoice information by date range into a CSV file, then import the file into Xero.

Exporting Invoices

1. Click on Reports icon (top left header).
2. Click Xero in the sidebar.
3. Select the Date Range.
4. Enter the Account Code as it appears in your Xero Account. A Chart of Accounts is a complete listing of every account in your Xero account. For example, invoices would likely be under the account 'Sales,' and that account would have a numeric Account Code.
5. Click 'Override Tax Name' if it appears differently in Xero than in Noterro. The name identifies the tax rate in the chart of accounts in Xero. It's only shown within Xero. It doesn't appear on your invoices, quotes, or other documents you send outside Xero.

Important Note: Xero imports the invoices as drafts so that you can approve them after the import. Once you've imported your invoices into Xero, you should review, approve, and apply payments.