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Settlement Settings > Xero settings
Settlement Settings > Xero settings

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

Daniel Little avatar
Written by Daniel Little
Updated over 8 months ago

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.

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

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