Socket lets you easily post mid-month and historical invoices directly to Xero, even for finalised billing periods. Use this feature when you need to raise an invoice instantly or backdate invoices to a previous billing run.
If you haven't configured your billing settings yet, check out the billing help guide section in our help centre.
Step-by-Step: Posting Mid-Month Invoices
This feature helps you stay on top of billing when proposals are signed late or deals secured mid-month. Just add the start date, and use Socket to raise the invoice.
1. Confirm the Proposal Start Date
Open the relevant proposal.
If the client approved it late, set the correct start date (even if it’s in the past).
You’ll see a warning message if the selected month is in the past or is the current month:
“If invoicing has already completed for the selected month, then this proposal and invoice may require reposting in the billing plan.”Click Confirm. The proposal will now become active.
2. Locate the Proposal in Billing
Go to the Billing section.
The proposal will now appear in the appropriate past month (e.g. July), marked with a yellow exclamation mark.
Tooltip: “Invoice came into scope after the billing plan was finalised and has not yet been posted.”
3. Post the Outstanding Invoice
Click Post Outstanding Invoices.
Socket will immediately send the invoice directly to Xero with the correct start date.
Posting Historical Invoices
If you need to post invoices to a past billing run (ie historical work done for multiple months in the past), the steps are similar to mid-month invoicing:
Reopen the proposal and change the start date to the earlier month (e.g. move it from July to June).
Go to the Billing Plan for that earlier month.
The proposal will now appear there with the same exclamation mark.
Click Post Outstanding Invoices to send it to Xero.
Socket will immediately send the invoice directly to Xero with the correct start date.