/How-To
How-To 8 min read
How to Set Up Invoicing in XIntelliSync (Complete Guide)
"An invoice that goes out on time gets paid 3x faster than one that's a week late."
Invoicing is the revenue engine of every business. An invoice that goes out on time gets paid faster than one that's a week late. XIntelliSync automates the entire cycle — creation, sending, reminders, payment tracking, and reconciliation.
Setting Up Your First Invoice
Navigate to Invoicing in your sidebar and click "Create Invoice":
- Select or create a customer from your CRM
- Add line items — products, services, or custom descriptions
- Set payment terms (Net 7, Net 14, Net 30, or custom)
- Add GST (10% is applied automatically for Australian businesses)
- Preview, save as draft, or send immediately
Automation Features
Once invoicing is set up, activate these automation features:
- Recurring invoices — set schedule, auto-generate, auto-send
- Payment reminders — configurable sequences at your chosen intervals
- Overdue follow-ups — escalation sequences for aged receivables
- Payment tracking — mark as paid manually or auto-match from bank feeds
- Credit notes — issue and link to original invoices