Invoiced integrates with the Xero accounting system out of the box to supercharge the billing capabilities of Xero. This document describes how to set up the integration and how it works in detail.
The Xero integration ships with the following capabilities:
Invoiced will create the following accounts in your G/L unless you specify an account for us to use:
If you have not specified a tax rate in the integration settings, sync runs will attempt to match existing tax rates in Xero based on the name of the tax rate in Invoiced. If a tax rate with a matching name does not exist in Xero then the integration will create and use a tax rate called "Imported Invoiced Tax Rate".
In this section you will learn how to use the Xero integration.
Auto-sync will run accounting syncs automatically for you on an ongoing basis. Once auto-sync is enabled, accounting syncs will happen once per day. If you enable invoice and payment importing, those will happen in near real-time as those invoices and payments are created on Xero.
Here's how you can enable auto-sync:
If you want control over when your books are synced then you can manually trigger accounting syncs. You can run an accounting sync by following these steps:
Once the integration is fully configured, new transactions will sync with Invoiced on a going forward basis. The integration does not sync data created prior to the integration being installed. See the Importing Data for instructions on how to import transactions prior to installing Invoiced.
Your Xero organization will be connected until you click disconnect. If you ever find your account prematurely disconnected then you can reconnect any time in Settings → Integrations.
Go to Settings → Integrations and click on Configure below Xero. Then you can click Disconnect.
You will find the organization name below the Xero Settings.
Payments applied to invoices on Xero will be synced to Invoiced instantly. You must have auto-sync enabled for 2-way payment sync to work.
You can see the accounts we create here.
The integration adds all the taxes on the invoice from Invoiced and adds a tax line item to the corresponding Xero Invoice. You can disable this behavior with the Add Tax Line Item setting.
If you have changed your Xero organization then you will need to reconnect your xero account by clicking on Reconnect in the Xero integration settings.
Currently items from Invoiced are not imported into Xero.
All non-draft invoices created after the installation of the integration will be synced. The associated customers and payments will also be synced.
If an invoice originated from Xero and was modified on Invoiced then it will not be synced, although any payments received will still be synced.
Since Xero requires a due date on all invoices, if an invoice is missing a due date the due date will be set to the invoice date on Xero.
Taxes synced to Xero are exclusive by default. If you want to change this to inclusive then please contact firstname.lastname@example.org.
No, tracking categories are not currently supported.
When a sync fails you will be able to see the error message in the Recent Syncs section in Settings → Accounting Sync. Normally the error message will include the invoice # that failed and a detailed reason why it could not be synced. Oftentimes there is a manual action required on your end.
Below we have documented commonly encountered errors and recommended resolutions. If you are still unable to get your books synced then please contact email@example.com for further assistance.
Unauthorized - Invalid authorization credentials.
If you see this error message then our access token to your Xero account has expired. You need to go to Settings → Integrations in order to reconnect Xero.
Organisation is not subscribed to currency XXX
Invoiced supports 150+ currencies out of the box with no extra configuration needed. If you are seeing this error message then you need to tell Xero about each currency you operate with in Settings → General Settings → Currencies.