Shipped 5 months ago

Xero integration

Xero is a cloud based accounting software for small businesses. Sync invoices and patient contact IDs automatically to reduce manual work.

Highlights

Building on our recent release of Improved invoicing and utilisations →, we’re adding support for syncing your invoices with the accounting tool Xero.

  • Any invoice created in the wawa platform gets synced into Xero instantly.
  • If a contact ID doesn’t exist in Xero already, wawa will create one with the same ID number from wawa fertility.
  • On any invoice in wawa, click “View in Xero →” to open the invoice directly.
  • On any invoice in Xero, click “Go to wawa platform” at the bottom right to open the invoice in wawa.
  • All statuses are kept in sync. Once a patient pays in the app, it will automatically sync to Xero.

Please note: Wawa only syncs newly issued invoices by default. Let us know if you’d like to back-fill existing data, and we’ll support you.

Xero

Always in sync


Getting started:

Connect wawa:

Xero

Choose your organisation

Choose your accounts:

Xero

Choose your Xero account and payment account

✅ Done

Navigate to a patient page or invoice and click “View in Xero →” for any new invoices. You’ll be navigated directly to the invoice, or the contact.

Xero

A wawa fertility invoice synced to Xero

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