Using our integration with Xero allows you to conveniently raise invoices in Xero directly from Qwilr.
You can push your quotes to Xero as draft invoices, both manually and automatically, when a quote is accepted by a client. Using the Xero integration requires using the Quote block's Accept feature.
Note: You'll need to be an admin user on our Business or Enterprise plans to this.
In this article:
Setting up the Xero integration
Head to Settings > Integrations, and select Xero:
and then press 'Connect to Xero':
Follow the prompts on Xero in the window that pops open (if you don't see one, check whether your browser is blocking the pop-up and allow pop-ups from Qwilr.com)
Your integration between Qwilr and Xero should now be authorized!
Setting a default account is useful when automatically raising draft invoices from quotes on a project being accepted (see below).
To ensure that your generated invoices have a correct mapping between taxes in Qwilr and Xero, be sure to set up the tax mappings. If these aren't set, Qwilr will just do its best to set the taxes appropriately in Xero, although this can cause some issues when doing calculations on taxes paid. So it is highly recommended that you map your taxes.
When there is a tick, the taxes have been mapped.
Automatically pushing quotes to create Xero invoices
At the top right of a Quote block, selecting the small Xero icon opens a menu with the Xero settings.
Select the appropriate contact and account, and publish the project. You'll want to be sure to always select a Contact and Account or an invoice won't be generated.
When the quote is accepted, a draft invoice will automatically be generated in Xero.
Manually pushing quotes to invoices
From the Xero menu in the Quote Block, clicking the 'Generate estimate' button will create the invoice as if a client had just accepted the project.
Disabling the Xero integration
You can disable your integration with Xero at any time by going into the Xero integration settings in Qwilr and clicking the 'Disable' button.