If you have an invoice that seems to be stuck on 'Imported' there may be a few reasons for this:

  • Your organisation is not active, to check this simply head to settings > general and ensure the active option is on.

  • One of your policies is incomplete. Head over to the settings > policies page and make sure all policies have a Xero account selected.

  • The contact of the invoice falls into a group which has no policies assigned. This can happen in two ways; The first being they are not named in any group meaning they fall under the 'default' group - make sure this group has a policy assigned. Otherwise they are named in a another custom group you have added, and that custom group has no policies assigned. (Effectively making it a whitelist).

  • The invoice does not yet meet a policy, this means the contact is part of a group which has an active policy. However the grace period has not yet lapsed. This means the due date + the grace period in days is still a date in the future.

    If you are still having issues, please contact us and we will be happy to help.

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