Xero
Xero is a cloud-based accounting software designed for small and medium-sized businesses. You can create billing contacts and draft invoices by installing Xero integration.
In this article: | |
How to install the Xero integration | |
How to create an invoice with Xero | |
How to create a quote with Xero |
How to install the Xero integration
How to create a draft invoice with Xero

- Organization name is shown by default in Contact name.
- Billing address is populated with the contact’s address.
- Date defaults to Today's date.
- Due date default to 30 days after the Invoice date. (Optional)
- Description (Optional - it will be displayed in the ‘Description’ column on the invoice) defaults to the Deal Name.
- Deal Items, any Items added to the Deal.
- Reference, own reference number (Optional).
- Amount defaults to Deal amount.
NOTES
- If no organization is present, the First & Last names will be displayed in the Contact name field instead.
- When you create a draft invoice, if no matching contact is found in Xero, it will be automatically created.
- You can populate the address field with a contact or organization address by selecting them from the drop-down list.
- If the contact is found in Xero, the Billing address will be populated with the associated Billing address.
On the Create quote/invoice pop-up use the Quote/ Invoice toggle button to select the Invoice.

Click Send to Xero button to send the draft invoice to Xero.

How to create a quote with Xero

- Organization name is shown by default in Contact name.
- Billing address is populated with the contact’s address.
- Issue Date defaults to Today's date.
- Expiry date default to 30 days after the Invoice date. (Optional)
- Description (Optional - it will be displayed in the ‘Description’ column on the invoice) defaults to the Deal Name.
- Deal Items, any Items added to the Deal.
- Reference, own reference number (Optional).
- Amount defaults to Deal amount.
NOTES
- If no organization is present, the First & Last names will be displayed in the Contact name field instead.
- When you create a quote, if no matching contact is found in Xero, it will be automatically created.
- You can populate the address field with a contact or organization address by selecting them from the drop-down list.
- If the contact is found in Xero, the Billing address will be populated with the associated Billing address.
On the Create quote/invoice pop-up use the Quote/ Invoice toggle button to select the Quote.

Click Send to Xero button to send the quote to Xero.

NOTES
- In the Create an invoice in Xero pop-up, you can search for an existing billing contact in Xero to associate an invoice with that contact. Enter an existing Xero contact in the Contact name and select an option from the drop-down. If no matching contact is found, a new billing contact will be created in Xero.
- When creating a new billing contact in Xero, OnePageCRM pushes the following contact details: First & Last name, Organization, Work phone & Address.
- Xero integration can be installed and configured by the Account Owner or Administrator only.