💡FAST FACT
Connecting Invoice Assist to Xero makes for something incredible! All the features of Invoice Assist, seamlessly connected to the accounting power of Xero... How good 🤩
Invoices and quotes automatically sync to Xero. This means invoices and quotes...
are sent to your customers by Xero so look exactly the same.
are fully reportable in Xero so there is no need to do any extra work at tax time or when analysing your books.
tax rates are applied based on your configuration.
Contacts sync to and from Xero!
Any existing Xero contact will automatically flow into Invoice Assist making job creation a breeze.
Need to create a new contact? Simply create a job in Invoice Assist with the customer's credentials and a new Xero contact will be created instantly.
📱 MOBILE
Enter the SETTINGS section of the mobile app.
Select GENERAL followed by INTEGRATIONS.
Select XERO from our list of integrations.
Make the desired CHANGES to the account and tax code mapping.
Click SAVE. All future finalised jobs will be exported to Xero with these settings.