Connect Xero

Connect Xero once and the re-keying stops: every invoice you send is pushed into Xero with the customer attached, and payments your accountant records in Xero flow back to mark the invoice paid here.

Steps

1. Open Settings, find the Accounting section, and tap Connect.
2. On the Xero page, tap Connect Xero. Connecting takes about 30 seconds.
3. Sign in to Xero and pick the organisation to connect — if you look after more than one, choose the right org at the approval screen.
4. Approve, and you're back with a Connected badge and the organisation's name.

What syncs, and when

• Invoices push when you send them. Drafts never reach Xero. The invoice arrives as Authorised, under the same invoice number, with the customer created as a Xero contact if they're new.
• Payments pull back every half hour. A payment recorded and reconciled in Xero marks the matching invoice paid here — usually within 30 minutes. Payments recorded here aren't double-counted.

If something doesn't line up

The Xero page shows two checks whenever you visit:

• Invoices not yet in Xero — anything sent here that hasn't landed in Xero, with a Re-push button per invoice.
• Lost jobs with Authorised Xero invoices — a job closed as lost here while its invoice still stands in Xero. That's yours to settle in Xero (usually a credit note); nothing is cancelled automatically.

Worth knowing

• Taking card payments too? In Xero's own settings, connect the Stripe → Xero feed as well. When Stripe pays out to your bank, Xero matches the deposit against the invoice automatically — the invoice number is stamped on the charge for exactly this.
• Disconnect Xero stops the syncing either way; invoices already in Xero stay there.