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Send bills to accounting

Use the bills register to send bills to your accounting system.

Approved billing enabled

Choose the Bills menu option from the left hand menu to access the approved billing register.
Then click the BILLS button on the upper right of the screen to access the bills register.

Approved billing disabled

Choose the Bills menu option from the left hand menu to access the bills register.

💡 The Bills menu option may have been renamed in your version of Payloader, for example it could be called: Billing or Invoices.

On mobile, first click the hamburger menu icon Menu in the top left of your screen then follow the instructions above.

Send bills to accounting

Payloader can be integrated to the following packages:-

  • Xero
  • Quickbooks

Configuration

Configure your accounting software

Contact our team to get your accounting software ready for Payloader.

Set accounting global settings

Navigate to accounting settings on the settings page.

  • Select your accounting system.
  • Enter the sales account code from your accounting software, eg 200
  • Enter the purchases account code from your accounting software, eg 300

Customer ID

Each bill needs to match with a customer ID from your accounting system. See below for instruction to find the customer ID in the supported accounting packages.

Xero customer ID
Quickbooks customer ID

Enter the Customer ID from your accounting package in the corresponding profile for a project, source or destination under Accounting ID.

Send Bills

Select the bills to send using the check-box to the left of each bill or bill line.

Click Select action from the select-box and select Create {package} Invoice (where {package} will be replaced with the name of your selected account software), then click the CONFIRM button to send selected bills to your accounting system.

Payloader will save the invoice number from your accounting system and update the status of the invoice to CLOSED.