XERO - Back End Settings in printIQ

Invoice status passing to Xero

When invoices are exported from printIQ, these setting’s control the status of sales and supplier invoices imported into Xero.

Yes, the invoices will import into Xero under ‘Draft’ status.

No, the invoices will import into Xero under ‘Awaiting Payment’.

Controls sales invoices.

Controls supplier invoices.

Tax Types

Tax types in printIQ need to match the tax types within Xero.

If a tax type exists in printIQ and is not present in Xero, this setting allows printIQ to create the tax type in Xero.

Sent Payments from printIQ

These two settings can also be controlled at the Site record level and Customer record level.

When a job has been paid for within printIQ, we can pass this to Xero to mark the invoice as paid. We do not recommend this setting on as

If this setting is turn on, we also have the option to choose which general ledger account the payment is pushed to.

printIQ Checks Xero for Payment

This setting enables the “check for payment” option. When used, printIQ will check Xero to see if the job or invoice has been paid. If so, printIQ will pull the data from Xero and mark the job or invoice paid within printIQ.

The check is not automated and runs when the check for payments option is selected from the manage invoice board, dispatch board or within the job details.

Account Status Check

printIQ has the ability to put the customer account on hold if the customer has overdue invoices within Xero when this setting is enabled.

When the setting is enabled, it will then look at the following two settings for the criteria.

This will set the amount of days overdue by the credit terms set for the customer.

This will set the minimum amount over due.

Customer information passed to Xero

This setting determines the customer information passed from printIQ to Xero.

printIQ will pass the following customer details;

• Name in printIQ > Contact Name in Xero
  
• Account No in printIQ > Contact Code in Xero
  
• Email in printIQ > Email in Xero
  
• Phone in printIQ > Phone in Xero
  
• Mobile in printIQ > Mobile in Xero
  
• Billing Address in PrintIQ > Postal Address in Xero
  
• Contact first name and Surname in printIQ > Primary Person in Xero
  

How Xero handles customer information from printIQ:

• If the customer has been sent from printIQ before, it has the ‘Contact code’ field set, so it matches on this.
  
• If there is no contact with a matching contact code, it matches on the Name.
  
• If there are no matching contacts, is creates a new contact in Xero
  

Clicking the Export Button will export this invoice to XERO.

An exported invoice will show up under Business -> Invoices

Customer account balance sync from Xero

Due to Xero API limitation, only customer's account balance can be synced from Xero, credit limit is not supported at the moment.

In order to enable this account balance sync, need to set the below setting to "Controlled Internally":

Xero data sync pulls the Customer Account Balance each day as a scheduled job

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