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Xero Integration
How The Xero Integration Works
How The Xero Integration Works

Discover how the Xero integration works from your team's perspective and also from the client experience

Jack Choppin avatar
Written by Jack Choppin
Updated over a week ago

Discover how the Xero Integration works alongside your GoProposal Account, and how you can keep on top of your client invoices.
​How The Xero Integration Works

Key Features of The Xero Integration

πŸ‘‰ Automatic invoice generation after your client has accepted their engagement.


πŸ‘‰ Send new client details over to Xero when creating proposals.


πŸ‘‰ Associate existing Xero contacts to proposals for current clients.

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

πŸ‘‰ 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. Follow this link to find out more on how you can do this.

If you have any questions, please reach out to us! πŸ˜ƒ

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