Save Time
Sync paid appointments to Xero with one click. No more manual invoice creation or switching between systems.
- ✓ One-click sync when paid
- ✓ Reduce data entry errors
- ✓ Direct invoice creation
- ✓ Less administrative work
💼 Accounting Integration
Xero Integration for
Allied Health Practices
Sync your paid appointments to Xero as invoices with one click. Eliminate manual invoicing and keep your accounting in sync with your practice management system.
Why Integrate with Xero?
Streamline your accounting and reduce manual work
Stay Organized
Keep your accounting perfectly in sync with your practice management. No discrepancies between systems.
- ✓ Single source of truth
- ✓ Consistent data across systems
- ✓ Easy audit trails
- ✓ Better financial visibility
Maintain Compliance
Accurate financial records and automatic compliance with Australian tax and accounting requirements.
- ✓ Accurate financial records
- ✓ GST tracking
- ✓ Tax-ready reporting
- ✓ Audit-friendly documentation
How Xero Integration Works
Simple, seamless, and secure
1
Connect Your Xero Account
Link your Xero account to Allied Health PMS securely using OAuth authentication. Your credentials stay safe and encrypted.
2
Configure Sync Settings
Set up which account codes invoices should be posted to and choose your preferred tax treatment for different service types.
3
Sync When Ready
When clients pay for appointments, a sync option becomes available. Click to sync and create invoices in Xero instantly.
4
View in Xero Directly
Click "View in Xero" from the appointment details to jump directly to the invoice in your Xero account. One-click access.
5
Monitor & Report
Track sync status for all appointments and generate financial reports in Xero with complete visibility into your practice revenue.
6
Peace of Mind
Automated synchronization means you can focus on your clients. Your accounting stays accurate without any effort on your part.
Key Features
Everything you need for seamless accounting integration
One-Click Invoice Creation
When clients pay for appointments through Allied Health PMS, you can sync to create invoices in Xero with one click. Includes all relevant details including client information, service description, and amount.
Flexible Account Mapping
Choose which Xero account codes different types of services should be posted to. Customize tax treatment based on your practice structure.
Payment Synchronization
Sync paid appointments to create payment records in Xero, keeping your cash position accurate and up-to-date.
One-Click Deep Linking
Jump directly to the synced invoice in Xero from your appointment record. No more searching—instant access to your accounting data.
Sync Status Tracking
View the sync status of every appointment. See which invoices have been created, failed, or skipped with detailed error messages.
Secure OAuth Connection
Your Xero connection is secured using industry-standard OAuth 2.0 authentication. Your credentials are never stored—only secure tokens.
Perfect for All Allied Health Practices
Whether you're a solo practitioner or run a multi-practitioner clinic
Solo Practitioners
Manage all your invoicing automatically. No more manual invoice creation. Focus on clients while your accounting takes care of itself.
Multi-Practitioner Clinics
Automatically track revenue by practitioner. Each appointment creates an invoice attributed to the right person for accurate billing and reporting.
Practice Owners
Get complete financial visibility. Real-time reports show your practice revenue, outstanding invoices, and payment status in Xero.
Accountants & Bookkeepers
Your clients' revenue data is automatically recorded. Less chasing for records and more time for strategic accounting advice.
Ready to Streamline Your Accounting?
Integrate Allied Health PMS with Xero and eliminate manual invoicing. Start your free trial today.