Overview
Once you’ve connected Socket to Xero, you’ll want to configure your billing settings so invoices flow into Xero correctly. This guide walks through the integration setup and billing settings options, step by step.
Step 1: Configure Xero Integration
Go to Practice Settings → Integrations in Socket.
Connect your Xero account by logging in and approving the connection.
Once connected, you can set up default account codes:
Recurring services account code – used for ongoing invoice items.
One-off items account code – used for ad-hoc or non-recurring services.
Step 2: Configure Billing Settings
In Practice Settings, open Billing Settings.
Here you can configure how invoices are created and posted into Xero:
Invoice date – set a default invoice date (can be overridden at the client level).
Payment terms – set standard terms across your clients.
Alignment fees – choose how these should be invoiced.
Invoice consolidation – decide whether recurring, one-off, and multi-entity services are shown as:
Separate line items
A single consolidated line
Invoicing method:
Use Socket invoicing – invoices are posted each month, with any changes or updates automatically logged.
Or use Xero repeating invoices – invoices repeat in Xero, but changes must be made manually.
Monthly billing plan – choose whether to:
Review and approve invoices each month before posting, or
Have them automatically processed.
Posting status – choose to post invoices to Xero as:
Draft (so you can approve manually), or
Approved (which sends invoices directly to your clients).
Step 3: Client-Level Overrides
You can override invoice settings at the client level.
For example, if a client needs different payment terms, invoice dates, or a separate Xero template, set it once and Socket will apply it to all future invoices for that client.
Summary
Configuring your Xero billing settings in Socket ensures invoices are consistent, accurate, and aligned with your practice. Once set up, you’ll save time, reduce manual work, and provide a smoother billing experience for your clients.