Viewing your invoices online

Where you've selected for Superfund Wholesale to bulk-invoice you for the SMSF administration we look after on behalf of your clients, you can set up a login via Xero to see your outstanding invoices as well as a detailed activity statement to help you reconcile payments.

To register for Xero online invoices, you need to email accounts@superfundwholesale.com.au and request a copy of your unique online invoice link from one of your recent invoices.

The following information is provided by Xero.  You can see the original help article here

View outstanding bills online

View outstanding bills from a link within an online invoice, credit note or prepayment you've received (or emailed yourself a copy of). The link to view outstanding bills only appears if the sender has allowed this in their invoice settings.

Outstanding bills are sometimes referred to as statements with open items.

Recipients

Information that displays in outstanding bills

Buttons, links and information Action

Back to [invoice number] link

Back to invoice link from outstanding bills online.

Go back to the online invoice, credit note or prepayment you opened outstanding bills from.

Pay balance button

Image of Pay balance button.

Pay the balance of outstanding bills through a payment service.

Invoice, credit note, prepayment numbers

Use the links to view outstanding invoices, credit notes, prepayments and overpayments.

 

Download statement button

Image of the Download statement button on the outstanding bill online.

Download a real-time statement showing either:

  • activity for the last 2 months (activity statement), or
  • what's outstanding (open statement).
Days overdue If the invoice is overdue, the online invoice displays the number of days it's overdue by.
Less amount paid or credited

The amount reduces if the sender:

  • records a payment on the invoice or reconciles it in Xero, or
  • applies a credit note, prepayment or overpayment to the invoice.

Supporting files

Image showing file symbol

Download files included with outstanding invoices, credit notes and prepayments.

Examples of outstanding bills

Image of outstanding bill viewed online.

How to view outstanding bills online if you already use Xero

  1. From the online invoice, credit note or prepayment click <Outstanding bills.

    Image of online invoice with Outstanding bills link.

  2. Click Login.

    Image of the login screen to view outstanding bills.

  3. Log in to Xero.

Information that displays in outstanding bills

How to view outstanding bills online if you don't use Xero

  1. From the online invoice, credit note or prepayment click <Outstanding bills.

    Image of online invoice with Outstanding bills link.

  2. Click Create a free login.

    Image of the outstanding bills login window.

  3. Enter your details.

  4. Read the Terms of Use and accept them, then click the Continue button.

  5. Go to your email inbox and open the activation email from Xero. Check your spam folder if you don’t receive the email within a minute or so.

  6. In the email click on the activation link, create a password (at least 8 characters long including one number) and Activate your account.

    Image showing the activation screen to activate a Xero account.

  7. Go back to your outstanding bill.

  8. Click Yes, continue...

    Image from online invoice checking if you've activated your Xero account.

Information that displays in outstanding bills

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