Manage invoices and accounting exports

Step-by-step guide

1. 1Open Sales & 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 only the amount received and choose Cash, Card, Bank transfer, or the correct external provider so reporting remains accurate.
4. 4Use Refund or adjustment to create a separate negative correction linked to the original invoice. Full reversals move the original invoice to Voided while retaining both records for audit.
5. 5Void an invoice only when the entire charge should be reversed. The system creates a numbered negative adjustment instead of deleting financial history.
6. 6When a package is sold, the package line is recorded as liability. Each redeemed session creates revenue recognition and a matching liability release.
7. 7Use the Sales Report tab for date-based GST and accounting CSV exports.
8. 8Use the Xero tab for the platform-managed connection. Clinic users should never create or paste a Xero client secret into clinic settings.
9. 9Review pending or failed accounting events regularly so invoice, payment, package, and correction records stay aligned with finance software.