Getting started with Xero Re-billing

This documentation is a work in progress.  Please speak to your channel manager if assistance is required throughout the process of setting up Xero Re-billing.

 

 

Step 1 - Create your Xero account (if applicable)

If you don't have a Xero account yet, head over to Xero.com and create one

 

 

Step 2 - Add the applicable accounts to your chart of accounts

Follow the steps found in the article Setting up your Xero Chart of Accounts. The only mandatory account is the "NEURAL" account - to which charges not matching any other available account will be assigned.

 

 

Step 3 - Connect your Xero Account

a. Log in to Portal

b. Navigate to Customers > Automatic Re-Billing

c. Click "Connect to Xero"

d. Follow the steps through the wizard to connect your account

 

 

Step 4 - Start a re-billing run

a. Log in to Portal

b. Navigate to Customers > Automatic Re-Billing

c. Click the "Start Re-billing run now" button

d. Select a date range and click the start button

 

 

Step 4 - Check your e-mail

Once the re-billing run has been completed, you will receive an e-mail summary of invoices generated.  Note that this can take 5 minutes or more, depending on the number of customers on your account.  If you don't receive an e-mail, return to the Re-billing overview page in Portal and click the "Log" button to check for errors.

 

 

Step 5 - Review your invoices in Xero

Once the re-billing run has been completed, you will need to review your invoices in Xero.  This Knowledge Base article shows where to find them.  

You should carefully check each invoice individually to ensure charges are correct before sending them to your customers.  You can edit invoices freely once they have been generated.

 

 

Complete

You can now modify, approve and send your invoices in the same way you would normally with Xero.

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk