Subscript Billing

Subscript has a built-in integration with Xero, that allows it to:

• Read and ingest accounts, customer, products and previous invoices information from Xero
• Create invoices and credit memos, and new customers and products when needed

<aside> 💡 Transactions (contracts) are not read from Xero, which is not an object that this General Ledger supports. Instead, Subscript will have its own transactions / contracts (entered manually or via a CRM) that can be invoiced through Xero.

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Overview

Transactions are the core object of Subscript. From confirmed transactions, you’ll be able to create your invoices in Subscript, and then send them through your General Ledger — in this case, Xero.

The general workflow looks like:

1. Set up your customer
2. Create your transactions
3. Create an invoicing schedule (set of invoices)
4. Send your invoices, that will then be also stored in Xero for accounting and tax purposes

Learn more: Overview of Subscript Billing

Billing Settings

Please refer to How to set up your Billing Settings.

Managing Invoices via the Xero Integration (FAQ)

Tracking Categories

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As of Nov 2024, Subscript provides support for Xero Tracking categories!

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You can configure specific customer or transaction metadata fields to be written to your Xero invoices as tracking categories.