NEXPORA
Core Operations
Accounting & Transfers
Treasury & FX
System & Safeguards

1. Smart Collect & Invoicing

Client Workspace: Phillips Academy Andover Preparatory • Demo Invoice Emails Go To: bursar.sis@andover.edu

Create Invoice Manually
OPTION 1 • AUTOMATED API
X-Link / QuickBooks Auto-Send

Invoices synced via API are dispatched automatically to the client's email (and bursar.sis@andover.edu) and appear in Stage 2: Invoiced Pending Payment.

OPTION 2 • IMPORT & REVIEW FIRST
Import Invoices Batch (X-Link / ERP)

Import a batch of invoices from X-Link, QuickBooks, or Xero into Stage 1: Review, Revise & Send to inspect or correct details before emailing.

OPTION 3 • MANUAL IN NEXPORA
Create Invoice Manually (B2B or B2C)

Look up an existing client via Find Customer or enter details manually to issue a local-currency payment link immediately.

+ Create Invoice Manually
Stage View: All Stages (5) 1. Review & Revise (1) 2. Pending Payment (2) 3 & 4. Ready for Export CSV (2)
Client Type: All (5) B2B (4) B2C (1)
STAGE 1
Imported from X-Link / ERP — Review, Revise & Send

Invoices imported from X-Link, QuickBooks, or Xero awaiting verification. Click Review, Revise & Send to inspect all details, make corrections if needed (which sync back to ERP), and approve email dispatch.

1 to Review
Invoice # Type & Source Client / Payer Description Amount Review, Revise & Approve
XLK-B2B-2026-401 B2B X-Link
EuroStudy Partner Agency GmbH (Munich)
DE • billing@eurostudy-partner.de 		[B2B • X-Link Upload] Partner Agency Cohort Invoice — Uploaded from X-Link for Review before Sending 24,500.00 USD
Inspect
STAGE 2
Invoiced Pending Payment

Invoices sent to the client (automatically via X-Link / ERP API, approved from Stage 1, or created manually in NEXPORA) awaiting payment.

2 Pending Payment
Invoice # Type & Source Client / Payer Invoiced Amount Payment Link Actions
XLK-B2B-2026-E4AF
2026-10-20
 B2B X-Link
Global Partner Agency GmbH
DE bursar.sis@andover.edu 		18,500.00 USD
Client Checkout
Detail
BB-2026-904
2026-10-14
 B2B SIS / ERP Sync
Sophia Chen (Grade 11 Boarding)
CN parents.chen@vip.163.com 		34,250.00 USD
Client Checkout
Detail
STAGE 3 & 4
Invoiced with Payments — Ready for Export CSV

Paid and automatically reconciled invoices. Export directly to your accounting system (QuickBooks, Xero, Fortnox) or transfer foreign currency proceeds.

Export QuickBooks CSV Export Xero CSV Export Fortnox CSV
Invoice # Type & Source Client / Payer Paid Amount Reconciliation Status Actions
QB-B2C-2026-402
2026-10-18
 B2C QuickBooks ERP
Lukas Lindström (Stockholm)
SE • lukas.lindstrom@client.se 		1,950.00 USD Paid • Ready for CSV
Receipt Demo Checkout Detail
TUITION-2026-F101
2026-10-13
 B2B SIS / ERP Sync
Alexandre Moreau
FR • alex.moreau@family.fr 		14,500.00 USD Paid • Ready for CSV
Receipt Demo Checkout Detail