The default Xero Invoice layout does not provide the required details from IRD to meet requirements for FamilyBoost.

https://www.ird.govt.nz/familyboost/early-childhood-education-providers


To meet this requirement we have the Xero FamilyBoost export that will format correctly.



Note: If your service operates multiple services from a single Xero account/organisation you will need to follow the 'advance' steps below.



Difference with this layout.

The *ContactName has been changed from the child name to the parent name.

The Reference field has changed to the child's name.


This will change the the 'To' / Contact within Xero to the name of the parent.

Xero InfocareInvoice Template

This requires you to use a custom Invoice Template.


  • Download the InfocareInvoice Template.docx (find it at the bottom of this page)
  • Open the InfocareInvoice Template.docx in MS Word
  • Replace the "Insert Logo here" with your logo.
  • Replace the “insert licence number here” with your services MOE licence number.
  • Within the Footer section below <<OrganisationPostalAddress>> populate your payment details.
    • Please make payment to: "Your Org name" 00-0000-0000-000
  • Save the document.


Within Xero you will need to Import this invoice template.

  • Click on your company name dropdown
  • Click Settings

  • Invoice Settings
  • New Branding Themes Click the dropdown arrow and select Custom.docx
  • Add the title for your new branding theme: InfocareInvoice
    • This branding title must be exact. 
  • Click OK
  • Click Upload
  • Next to Invoice select Browse and select the updated 'InvoiceInvoice Template.docx' file
  • Click Upload


Once the template has been upload. The import process can continue as normal.


Advance Setup (Multi-services setup).

If you are invoicing for multiple services within the same Xero Account/Organisation you will need to setup multiple templates and configure Infocare to match.


Xero's Invoice Templates are shared between all services with a single Xero Organisation. This causes issues with the export file taken from Infocare's Account Interface.



First we need to create a unique template for each service.


Apply the logo, licence number, and payment details for each service.

  • Download the InfocareInvoice Template.docx (find it at the bottom of this page)
  • Open the InfocareInvoice Template.docx in MS Word
  • Replace the "Insert Logo here" with your logo of 'service #1'
  • Replace the “insert licence number here” with your services MOE licence number of 'service #1'
  • Within the Footer section below <<OrganisationPostalAddress>> populate your payment details of 'service #1'
    • Please make payment to: "Your Org name" 00-0000-0000-000
  • Save the document and Name is after the service.

Repeat these steps for every other service.


Within Xero you will need to Import each of these templates.

  • Click on your company name dropdown
  • Click Settings
  • Invoice Settings
  • New Branding Themes Click the dropdown arrow and select Custom.docx
  • Add the title for your new branding theme:
    • eg: 'Service#1Infocare'
    • Must be 20 characters or less.
  • Click OK
  • Click Upload within the newly created branding theme.
  • Next to Invoice select Browse and select the modified 'Service#1 InvoiceInvoice Template.docx' file
  • Click Upload
  • Do this for each service. Use a unique name for each branding theme.


  • Once completed you should have one branding theme for each service with a unique name.
  • Take note of which theme belongs to which service.


Load Infocare

  • Load one of your services
  • Centre > Centre Options > Xero
  • Find 'Account Interface Family Boost template reference:' 
  • Modify the input field to the name of the branding theme.
    • Eg: 'Service#1Infocare'
    • Ensure this matches
  • Click Update
  • Apply this to every service within Infocare.


The next time you import a Xero - FamilyBoost file, the branded template will be applied.