If you've set up extra clearing accounts for your payment types, you'll need to make sure your payment types are linked to the relevant clearing accounts you've set up in Xero. Here's how to link specific payment types to specific clearing accounts:
You will still require a default Xero payment account to be set in the integration settings in Cliniko, or your payments will not sync to Xero. The specific account settings shown below will override the set default Xero payment account.
Head to Settings, and then Payment types:
Click on a payment type (e.g. EFTPOS). By default, the selected Xero account for payments setting will be Default Xero account for payments. To change this, select the relevant clearing account from the drop-down menu:
Click the Update payment type button!
You'll need to repeat this process for all payment types that you want connected to their relevant clearing accounts. Once done, all new invoices and invoices not yet synced to Xero will send those payments to their set account. This setting will override the default payment account.
Having the right set up for your sales and payment accounts is critical to getting the Xero reporting you need, making reconciliation straightforward, and having an accurate Business Activity Statement in Xero. Please contact your accountant if you need any specific advice about your business, but let us know if you need any help with the setup.
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