Skip to main content

How to Change the Invoice Status or Due Date for Settlements Sent to Xero

How to change the due date or status we apply to invoices sent to Xero

Daniel Little avatar
Written by Daniel Little
Updated this week

By default Link My Books send settlements to Xero with the status Approved and with the due date set to the end date of the settlements payout period.

If you want to adjust these settings then you can do so via the Xero Settings section on the Settlement Settings page.

A screenshot of the "Settlement Settings" page within the "LINK MY BOOKS" application, with the "Xero Settings" tab selected. The page allows configuration of how settlements are sent to Xero: Invoice/Bill Status: A description states: "Choose below whether you want to send settlements (Invoice & Bills) to Xero in Draft, Submitted for Approval or Approved status." Below this, there are three radio button options, with "Approved (Default)" checked. Draft Submitted for Approval Approved (Default) Invoice/Bill Due Date: A description states: "Here you can amend the due date Link My Books uses for invoices and bills sent to Xero. The default due date is set to the end date of the settlements payout period. IMPORTANT: This setting is applied to ALL of you connected sales channels." Below this, there is an input field where "0" is entered, followed by "days after the end date of the settlement." At the bottom of the page, a "SAVE SETTINGS" button is visible. The top right corner shows "Amazon EU Demo" and "AMAZON EUROPE" as the current account.

Change the status Link My Books sends settlements to Xero in

  1. Navigate to the Xero Settings tab on the Settings > Settlement Settings page

  2. Select your chosen status in the Invoice/Bill Status section

  3. Click Save

Change the due date for entries sent to Xero

  1. Navigate to the Xero Settings tab on the Settings > Settlement Settings page

  2. Select your chosen due date using the dropdown in the Invoice/Bill Due Date section

  3. Click Save

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

Related Articles
Why are some of my settlements being sent as bills instead of invoices to Xero?
Voided or duplicated settlement invoices/journals in Xero/QuickBooks
Automatically post your Link My Books subscription fee invoices to Xero
Review and send your first Amazon settlement summary to Xero
How to Manually Void a Settlement in Xero
Did this answer your question?