You can setup the Xero integration by going to the Apps page and clicking the Connect button underneath Xero. Once you click connect you will be prompted to authorize Invoiced Business Network to access your Xero account.

Once you grant access the integration, you must then go to the Settings page of the Xero integration. Here you can enable the Send Posted Invoices option if you want to send invoices created on Xero. If you want to receive invoices then you should enable the Sync Received Invoices option.

Sending Invoices

You can send invoices from Xero to anyone on the network. Once you are finished drafting your invoice on Xero you will need to issue the invoice. This will send the invoice to the organization matching the customer's email address. If there is no match then the customer will be invited to join your network.

The invoice that is sent to your customer will include all of the line item details from Xero. It will also include a PDF of the invoice and the Xero payment link.

When do invoices get sent out? The integration periodically looks for new invoices that have been modified since the last sync, or since installation if no sync has been performed yet. Invoices created or modified prior to the installation will NOT by synced.

Receiving Invoices

If you receive an invoice on the network from a vendor then a new bill will automatically be created on Xero. The vendor will be matched based on the name of the bill from contact and the display name on Xero. A new vendor will be created if one does not exist. Each line item will use the Default Expense Account you selected in the integration settings.

The integration periodically looks for new invoices received on the network after the installation of the integration and then posts those as a bill to Xero.