If you've set up extra sales accounts for your products, you'll need to make sure your products are linked to the relevant sales accounts you've set up in Xero.
You will still require a default Xero sales account to be set in the integration settings in Cliniko, or your invoices will not sync to Xero. The specific account settings shown below will override the set default Xero sales account.
Taxable products and non-taxable items will need separate accounts in Xero, as each account needs the relevant tax settings.
By default, all products will be pushed by Cliniko to the default sales account set in the Xero integration settings within Cliniko at Settings → Our clinic → Integrations. Here's how to set any product in Cliniko to sync to a Xero account other than your default sales account:
Head to the Products tab on the blue sidebar in Cliniko, and click on the product you wish to work with. Edit the product, and select the appropriate Xero account code in the drop-down menu:
Hit the Update product button!
From now on, all new invoices and invoices not yet synced to Xero will send those products to their set account. This setting will override the default sales account, and any practitioner sales 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.
We are easiest reached from within Cliniko by clicking Help on the blue sidebar, and clicking Chat with us.