How do I import invoice payments from Xero into Nightingale?

Nightingale allows you to transfer payments made in Xero into Nightingale.

To do this:

1. Go to Organisation Settings -> Finance

2. Select Xero - Import Payments into Nightingale.

3. Set the Start Date and End Date range that you wants to import payments for.

4. Press Save and Nightingale will connect to Xero an start the import process.

When Nightingale is importing payments it will look in Xero for the following information:

• Payments

• Prepayments

• Overpayments

Nightingale then adds these up to create the invoice and payment for your Clients.

These payments will then show up on the clients' invoices (seen via their Client Dashboards).

Note: Nightingale uses your clients' XeroID' to match payments with clients in Nightingale.

When you first sync Nightingale clients with Xero, once synced Xero gives each client a ‘XeroID’. When you then go to import Xero payments into Nightingale, the 'XeroID' is downloaded and used to make sure the payment data matches to the correct client.

Nightingale clients should be synced anytime there are new clients so its worth syncing first before importing payments from Xero.

To sync Nightingale clients with Xero:

Go to Organisation Settings → Finance → Xero Integrations

and then select Sync Nightingale Clients With Xero