Xero Interface - What can you do with Xero?

Article author
Greg Pietras
  • Updated

How to context?

Xero’s online accounting software connects small business owners with their numbers, their bank, and advisors anytime.

What is the purpose of the article?

This article provides a brief explanation for the actions you can take on an invoice in Meddbase and how the application communicates with Xero. Each action described also includes a link to a detailed article:

The following topics will be covered:

  1. Generate invoice, mark as 'sent', make payment.
  2. Raise Credit Note, Shortfall Invoice. 
  3. Refund Payment.

Generate invoice, mark as 'sent', make payment

Meddbase provides the ability to raise invoices and charge patients or 3rd parties for consuming services. Once an invoice is raised, it must be finalised by marking it as 'sent' in order to make a payment. The invoice will be sent to Xero and and payments made will be visible as prepayments matched to the invoice.

Click here for a detailed article.


Raise Credit Note, Shortfall Invoice

Meddbase allows amending the outstanding balance/correct an error by raising a Credit Note. The reason for raising the Credit Note may be:

  • Bad debt
  • Credit
  • Incorrect amount invoiced
  • Write off
  • Shortfall

Click here for a detailed article.


Refund payments

Meddbase allows refunding matched and unmatched payments. Payments can be refunded on individual invoices, or in bulk on multiple invoices.

Click here for a detailed article.

Review date

This article was last updated on 10th of July 2023 in the context of Meddbase version