Selling and subscriptions
Xero integration for online pharmacies and clinics
What this integration does
- Creates and updates Xero contacts from patient and account records.
- Pushes invoices for orders, consultations and subscription charges.
- Reconciles payments against the invoice they belong to.
- Keeps credit notes and refunds in step with the order they relate to.
Who it is for
Clinics whose finance function runs on Xero and who do not want a monthly export-and-paste routine.
How it works
- Connect Xero through OAuth and choose the organisation.
- Map treatments and fees to Xero accounts and tax rates.
- Invoices and payments sync as orders complete.
What you need
A Xero organisation and a user who can authorise the connection.
FAQ
Does it sync historic orders?
New activity syncs from the day you connect; historic data can be backfilled on request.
Who owns the tax treatment?
You do. Sync-RX writes to the accounts and tax rates you map.
Are refunds handled?
Yes, as credit notes against the original invoice.
Can we use a different accounting package?
Tell us which one. Most requests on this list started that way.
Keep reading
Book a walkthrough
Want to see it connected? Tell us which systems you already run and we will show you the joins live, using your setup rather than a demo account.