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Xero Integration

Connect your account to Xero to sync invoices and track payments in one place. When invoices are paid in Xero, the status updates automatically.

Connecting to Xero

  1. Click Settings in the sidebar navigation
  2. Select the Integrations tab
  3. Find Xero and click Connect
  4. You'll be redirected to Xero to authorise the connection
  5. Log in to your Xero account and approve access
  6. You'll be redirected back to confirm the connection

 

What Gets Synced

Invoices

When you sync an invoice to Xero:

  • The invoice appears in your Xero account
  • Line items, totals, and tax are transferred
  • Client information is matched or created in Xero
  • The invoice status in the app updates to In Xero

Payments

When a client pays an invoice in Xero:

  • The payment is recorded
  • The invoice status updates to Paid
  • You can see payment details in the app

 

Syncing an Invoice

Automatic Sync

If enabled, invoices are automatically pushed to Xero when you create them.

Manual Sync

To sync an individual invoice:

  1. Open the invoice from the Invoices page
  2. Click Sync to Xero
  3. Wait for confirmation

 

Invoice Status

After syncing, invoices show one of these statuses:

  • In Xero – Successfully synced, awaiting payment
  • Paid – Payment received and recorded in Xero
  • Overdue – Past due date (updates from Xero)
  • Error – Sync failed (check the error message)

Troubleshooting

Connection Issues

If the connection stops working:

  1. Go to Settings > Integrations
  2. Click Reconnect next to Xero
  3. Re-authorise in your Xero account

Sync Errors

If an invoice fails to sync, check:

  • Client details – Ensure the client has a valid email and name
  • Tax settings – Verify your tax configuration matches Xero
  • Line items – Ensure all items have valid descriptions and amounts

The error message will usually indicate what needs fixing.

 

Disconnecting Xero

If you need to disconnect:

  1. Go to Settings > Integrations
  2. Click Disconnect next to Xero
  3. Confirm the disconnection

Existing synced invoices remain in Xero but future invoices won't sync automatically.

Data Privacy

Only invoice and client data required for billing is shared with Xero. Your estimates, proposals, and other business data remain private.

Need Help?

If you're having trouble with the Xero integration, contact support for assistance.