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Automatic invoice import

With automatic invoice import enabled, any invoice created in QuickBooks Online or Xero for that customer, with a due date on or after the present day, will be automatically imported into Rotessa for processing.

Any updates to the invoice total or due date in QBO or Xero will also update the transaction in Rotessa. If an invoice is deleted in QBO or voided in Xero, it will be deleted in Rotessa as well.

Note: Updating an invoice's due date to a past date or changing the amount to $0 will not update the imported invoice in Rotessa.

 

Enable Automatic Invoice Import

  1. Go to the Customers page of your Rotessa account.
  2. Find the customer you'd like to enable automatic invoice import for. Select the ellipses (⋯) and choose Enable Automatic Invoice Import.

The automatic invoice import icon will now appear beside the customer's integration icon.

 

Disable Automatic Invoice Import

  1. Go to the Customers page of your Rotessa account.
  2. Find the customer you'd like to disable automatic invoice import for. Select the ellipses (⋯) and choose Disable Automatic Invoice Import.

The automatic invoice import icon will no longer appear beside the integration icon.

If an invoice is deleted in QBO or voided in Xero, it will be removed from Rotessa on the next available sync.

 

Valid invoices

To view or manually import valid invoices, go to the Integrations page and select Import Invoices. Only invoices available for import will be displayed, those with a past due date or already marked as paid will not appear.

 

Troubleshooting

If invoices aren't importing automatically for connected customers, there are a few things to check. See our troubleshooting guide for steps to resolve common issues.