Issue:
- Invoice doesn't sync to Xero
- Why aren't my bills going over to Xero?
Environment:
- Clio Manage
- Xero
Additional Information:
n/a
Cause:
There are multiple reasons why a Bill created in Clio may not be syncing to Xero.
Resolution:
- Verify that Clio is currently syncing with Xero
- Verify that the bill is not in Draft status (Bills in Draft status will not sync)
- Verify that the bill has not been voided in Clio
- Verify that the bill is issued on a date that Clio is syncing in the Xero integration settings
- Verify that the Clio Contact has synced as a Client in Xero Online
- Verify that there are no duplicate Clients in Xero, including Archived Clients
- Contact Clio Support