How The Xero Integration Works

Key Features of The Xero Integration

Automatic invoice generation after your client has accepted their engagement.

Send new client details over to Xero when creating proposals.

Associate existing Xero contacts to proposals for current clients.

Xero Invoices accessible from GoProposal against won proposals.

Control due dates, fee breakdowns and branding themes on your invoices.

Attribute line items to account codes so you can track revenue in Xero.

Setting Up The Xero Integration

It's easy to connect Xero with GoProposal. This article will teach you how.

Looking To Further Streamline Your Onboarding?

Cashflow

Our integration with GoCardless lets you automatically collect direct debit details and setup payments upon acceptance of a proposal.

Practice Management

Consider Senta or Karbon so that you can trigger relevant workflows and assign these to team members once a proposal has been accepted.

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