Pet Manager clearly shows what data has been synced to Xero, along with the sync status so you can see at a glance whether it was successful or if an issue needs attention. It also gives you quick, direct access to your Xero account, making it easy to review the synced information in more detail whenever you need it.
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You can view the information that has been synced from Pet Manager to Xero in several different areas, each giving you a clear picture of what has transferred and whether the sync was successful.
Viewing Contacts
When you are viewing a customers account, the left‑hand panel shows their contact details, and if the Xero add‑on is enabled, it also displays their Xero sync status along with a magnifying‑glass icon that links directly to the matching record in Xero.
A contact’s account will display the below various stages of the Xero sync process.
Sync not yet initiated.
Account has had changes made and in the process of being synced.
Sync completed successfully.
Clicking the magnifying‑glass icon opens the corresponding customer record in Xero, where you can view their contact details (after logging in) along with their associated financial information
Example of a customers account in Xero
Viewing Invoices
When viewing invoices, whether on the Invoices tab of a booking or the Invoices tab within a customer’s account, you’ll see a dedicated Xero column. This column shows the current sync status for each invoice, making it easy to see at a glance whether the data has successfully synced to Xero, is still in progress, or needs attention.
Invoices will display the below various stages of the Xero sync process.
The invoice is in the queue and will sync shortly
The invoice has synced successfully
An issue occurred while syncing this invoice.
To view the invoice in Xero, click the arrow next to the View button when accessing it from the invoice tabs,
or open the invoice and select the arrow adjacent to the Email button.
| These options won’t be available while the invoice is in the Modified stage, as the system is still processing the update. You’ll need to wait until the sync has fully completed before those actions become accessible again. |
In Xero you will see an invoice detail page similar to below.
There is also a link back to the invoice in Pet Manager, labelled Go to Pet Manager. This lets you move easily between Xero and Pet Manager, so after reviewing the transaction in Xero, you can jump straight back to Pet Manager to make any changes if needed.
Viewing Payments
You can view payments using the same process as invoices. When viewing payments on a customer’s account or within a booking, by going to the Payments tab, open the dropdown next to the View button, and select View on Xero to open the corresponding payment directly in Xero.
| NOTE: From here this option will not be available for credits. |
Viewing Credit Notes, Overpayments & Allocations
You can view credit notes, overpayments, and allocations using the same process as invoices and payments. When viewing these records on a customer’s account or within a booking, go to the Credits/Refunds tab, open the dropdown next to the View button, and select View on Xero to open the corresponding record directly in Xero.”
This will take you directly to the relevant record in Xero, allowing you to move straight from Pet Manager to the matching credit note, overpayment, or allocation without needing to search for it manually.
For More Information
On the Xero accounting dashboard view - Xero Accounting Dashboard
On FAQ's for Xero and synchronisation view - Frequently Asked Questions – Xero FAQ
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