All Collections
Apps, Integrations & Web Connectors
Xero Practice Manager
Importing Xero invoices to Xero Practice Manager
Importing Xero invoices to Xero Practice Manager

Instructions to set-up invoice import from Xero to Xero Practice Manager (XPM)

Nick Dainty avatar
Written by Nick Dainty
Updated over a week ago

With Ignition, your invoices can be automatically sent to Xero and your jobs sent to XPM. To have your invoices show in XPM, you will need to enable the Xero invoice import function in XPM.

In XPM, go to Business → Settings → Xero. If you have not authorised your Xero account yet, you will need to authorise your connection, more information on these steps can be found on Xero's help site here.

Once connected, there are a whole lot of settings you can configure, but we will point out the most important ones for invoices automatically generated by Ignition below:

KPI/WIP Reporting Settings

Ensure 'Automatically import invoices from Xero' is ticked and 'Create an Ad hoc job when no current job matched the Xero reference field' is not ticked.

WIP wash up

Invoices will import as negative WIP credits into XPM to be balanced against your time spent when you do a WIP washup. See this article for more information on WIP washup.

Invoice Settings

If you are using Ignition payments and you want payments against Xero invoices to import into XPM ensure ‘Automatically import from Xero’ is ticked under ‘Invoice Payments’ as shown below.

If you need help troubleshooting some common invoice import problems, see our article on Troubleshooting Invoice allocation in Xero Practice Manager.

Did this answer your question?