1. Turn on AR Invoice as an Extraction Type
Go to Entity Settings → Features.
Under Document Extraction Types, toggle AR Invoice ON.
Once enabled, Tofu will extract invoice numbers, customer details, dates, amounts, and line item information from every AR invoice you upload.
2. Configure AR Invoice Settings for Xero
Connect Tofu to your Xero organization and activate your AR Invoice settings:
Go to Settings → Integrations → Xero.
Open your Xero configuration panel.
Under AR Invoices, choose your preferred sync settings.
Click Activate to save.
💡 Recommended Settings for Xero
We recommend turning all available options ON for the smoothest AR invoice workflow:
Auto-publish – Tofu automatically sends extracted invoices to Xero.
Auto-import – Updates from Xero sync back into Tofu.
Allow Tax Amount Override – Lets you manually adjust tax amounts in Tofu.
Invoice Status on Verify – Choose whether invoices publish to Xero as Awaiting Approval or Awaiting Payment, depending on your internal process.
Self-Prompt – Tofie learns your patterns from Xero and applies your formatting rules automatically.
Note:
If your Xero integration existed before AR Invoices, Self-Prompt may not appear here. To enable it:
Go to Settings → Entity Knowledge Base → AR Invoices → Self-Prompt.
3. Upload an AR Invoice
You can upload AR invoices automatically via a cloud integration or manually from your computer.
Go to your Source Document column.
Click Upload document.
Select your AR invoice file.
💡 Recommended: Connect Google Drive or SharePoint
For the easiest AR invoice workflow, we recommend integrating Google Drive or SharePoint with Tofu. Once connected, any invoices you upload to your chosen folder will automatically sync into Tofu, so you don’t have to upload documents manually every time.
4. Review the Extracted Data and Verify
Once the AR invoice is extracted:
Review the extracted data, including:
Customer
Invoice Title
Invoice Number
Reference (if applicable)
Currency
Dates
Line Items (description, quantity, rate)
Tax Amount
Before verifying or publishing to Xero, ensure the following fields meet requirements (common blockers):
Customer – Must be assigned to a valid customer in Xero.
Invoice Date – Cannot be blank.
Due Date – Must not be earlier than the Invoice Date.
Line Item Description – Required if no product/service is selected.
Currency - Cannot be blank.
If you see something incorrect, edit it directly in Tofu. When everything looks correct, click Verify.
💡 Tips:
Keep Tofu and Xero in Sync
With auto-publish, auto-import and allow tax amount override enabled, changes from Tofu can sync into Xero, and updates you make in Xero can sync back into Tofu. No need to edit the same invoice twice.
Account Type Visibility
To show Account Type automatically next to account names:
1. Go to Entity Settings → Features → Accounting
2. Enable Account Type
3. Return to review — Account Type will show automatically.
If this setting is disabled, click the “+” icon in the Account column to view Account Type.
💡 Tips & Tricks: Train Tofie AI for Your Preferred AR Invoice Format
To keep your invoices clean and consistent, you can train Tofie to automatically apply your formatting rules.
How to Set It Up
Click Tofie at the upper-right corner of Tofu.
In Knowledge Type, select AR Invoices.
In the prompt box, enter the rules you want Tofie to follow. For example:
“Put "2025-" before invoice number for AR invoices
Click Generate to teach Tofie your instructions.
Click Save.
Tofie will now automatically apply this rule to every AR invoice you upload moving forward.
All synced and stress-free!
With AR invoices flowing smoothly between Tofu and Xero, you’ll spend less time on manual data entry and more time supporting your customers—and growing your business. 🚀📘 Happy bookkeeping! 😄📊