Recurring / Repeating Invoices

Recurring / Repeating Invoices

Jet Convert does not convert recurring Invoices, bills, scheduled payments and recurring manual journals.  Presently the API for pushing this data into Xero is not available. We can get the information, but not post it into Xero.  Therefore these recurring transactions are not converted.  The information will need to be entered into Xero following conversion. To complete this efficiently please see the available post-conversion workaround options below:

Option 1 – Locate a paid Invoice and set up as recurring 
  1. Under accounts select ‘Sales
  2. Select the ‘All’ tab and locate a paid Invoice you would like to set up as recurring
  3. Once the Invoice has been opened select ‘options’ and ‘repeat
  4. Follow the steps here for assistance

Option 2 – Export paid Invoices and re-import as drafts then set up as repeating
  1. Under accounts select ‘Sales
  2. Select the ‘All’ tab and search for a period in which the recurring Invoices have been paid.
  3. Export the Invoices into the Xero preferred Invoice template
  4. Customise the Invoices and re-import as a draft please see here
  5. Once reviewed you can set the Invoices up as repeating following the steps here.

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