Clinicminds + Xero
Create Xero sales invoices for new Clinicminds invoices
Use this integration if you want to copy your sales invoices from Clinicminds to Xero. Every time an invoice is created in Clinicminds, this integration automatically creates a sales invoice in Xero with all treatments and products as invoice lines.
Use this integration if you want to copy your sales invoices from Clinicminds to Xero. Every time an invoice is created in Clinicminds, this integration automatically creates a sales invoice in Xero with all treatments and products as invoice lines.
- When this happens...Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Try ItPatient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Try ItPatient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Try ItInvoice Payment Deleted
Triggers when a payment is deleted from an invoice.
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Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Try ItPatient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Try ItInvoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Try ItInvoice Payment Registered
Triggers when a payment is registered for an invoice.
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