Manage invoices and accounting exports

Step-by-step guide

1. 1Open Invoices to review appointment invoices, package sale invoices, status, totals, paid amounts, balances due, and export status.
2. 2Use package invoice links from the client record or package dashboard when following up unpaid package balances.
3. 3Record a payment only for the amount received and choose the correct payment method so the invoice balance remains accurate.
4. 4Void invoices only when the charge should no longer be collected and the invoice has not already been handled by finance.
5. 5When a package is sold, Appointa records liability lines on the package invoice using the package liability account code.
6. 6When a package session is redeemed, Appointa adds liability release and revenue recognition lines to the appointment invoice.
7. 7When a package is cancelled, Appointa records cancellation adjustments and any refund entry against the package accounting trail.
8. 8Open Accounting exports to review queued export events before sending or reconciling them in Xero.
9. 9After the event is handled in Xero, mark it exported and add the optional Xero reference or journal number.
10. 10Review failed, pending, or unexported events regularly so package liability and recognized revenue stay aligned with finance records.