Our invoicing needs

Hi @Ethan,

I thought I answered some of this for you on your first thread 😅

The idea is that you either send the invoice from Karbon or export it to Xero, not both 🙂

Here is how to setup billing

Here is how to use billing (approve and send or export to Xero)

Correct

When clients/customers pay, the amount received will be in bank feeds in Xero and your bookkeepers can record it as income against Sales with GST on Income.

Alternatively, I believe Karbon has the ability to summarise your Karbon billing and give you a monthly export file to import into Karbon which will journal in the Income, GST and Debtors. In this situation your bookkeeper would record the amounts received in bank feeds against the debtors.

Will this affect the reconciliation process in Xero? Is the only way for us to use the system by creating an invoice in both systems?

Yes, whatever you decide will change how you do it in Xero, but with bank feeds, you should always have a way to reconcile Xero correctly. No, it’s one way but not the only way.

I’d suggest you need to get your bookkeeper up to speed with how you intend to use Karbon and the options available to them to keep Xero up to date with Karbon billing/income.

Does that help? 🙂