Cliniko

Xero no longer supports invoicing integrations with Cashbook and Ledger organisations.

Why can't I connect my Xero Cashbook or Ledger organisation?

Get your Xero account set up so that you can connect to Cliniko!

Set up Xero for use with Cliniko

Link Cliniko with Xero accounting software to get the most out of your financials!

Integrate Cliniko with your Xero account

Reconcile in Xero when using the Cliniko integration

Link taxes in Cliniko to corresponding tax rates in Xero.

Map Cliniko taxes to Xero's tax rates

Some of the common reasons why Xero will give you an error message when syncing an invoice.

An invoice failed to sync with Xero

If your Xero integration got disconnected, you can hook it back up. Learn how!

My Xero integration got disconnected. Help!

How to stay compliant with e-invoicing regulations while using Cliniko

A guide to e-invoices

Customise how your billable items are pushed to Xero when invoiced

Sync billable items in Cliniko to specific sales accounts in Xero

Customise how your payments are pushed to Xero

Sync payment types in Cliniko to specific clearing accounts in Xero

Customise how your products are pushed to Xero when invoiced

Sync products in Cliniko to specific sales accounts in Xero

Customise how your practitioner's invoice items are pushed to Xero

Sync practitioner invoice items in Cliniko to specific sales accounts in Xero

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Clinton Beeken

Using the Xero integration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.