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      Xero

      • Sync an ezyVet invoice record to Xero

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Xero

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Sync an ezyVet invoice record to Xero

If your organization has the Xero module configured, ezyVet automatically syncs invoice records to Xero. But if necessary, you can manually sync an invoice record to Xero.

To manually sync an invoice, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Xero Management.
    The Xero Management tab
    ezyVet shows the Xero Management screen.
  3. Find the applicable invoice record.
  4. Select the sync button.
    The sync button
    ezyVet shows a confirmation message.
ezyVet syncs the invoice record to Xero.
Parent topic: Xero
Related concepts
  • Xero, ezyVet, and payment information sync
  • Recommended maximum numbers for invoices and Xero
  • Recommended configuration of Xero to operate with ezyVet
  • General steps to configure ezyVet to operate with Xero
  • The Xero Management dashboard tab
  • Important information about contact records and Xero
  • General steps to use credit notes for deposits with Xero
Related tasks
  • Make a change to an invoice that you synced to Xero
Related information
  • Xero configuration
  • Xero troubleshooting
Procedure
ezyVet

Last updated: May 15, 2024

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Related Articles:

  • Xero
  • Xero, ezyVet, and payment information sync
  • Recommended maximum numbers for invoices and Xero
  • Recommended configuration of Xero to operate with ezyVet
  • General steps to configure ezyVet to operate with Xero
  • The Xero Management dashboard tab
  • Important information about contact records and Xero
  • Make a change to an invoice that you synced to Xero
  • General steps to use credit notes for deposits with Xero
  • Xero configuration
  • Xero troubleshooting

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