GoProposal

Automatically generate invoices after a client accepts their engagement

Send new client details to Xero when creating proposals

Associate existing Xero contacts with proposals for current clients

Control invoice due dates, fee breakdowns, and branding themes

Attribute line items to account codes for accurate revenue tracking in Xero

- Automatically generate invoices after a client accepts their engagement
- Send new client details to Xero when creating proposals
- Associate existing Xero contacts with proposals for current clients
- Control invoice due dates, fee breakdowns, and branding themes
- Attribute line items to account codes for accurate revenue tracking in Xero

___________________________________________________________

Go to Configure and select Integrations.

Select Xero and click Connect.

Log in to your Xero account and authorise the connection.

Configure your invoice settings, including:

- Due dates
- Branding themes
- Account codes for line items

1. Go to Configure and select Integrations.
2. Select Xero and click Connect.
3. Log in to your Xero account and authorise the connection.
4. Configure your invoice settings, including:
 - Due dates
 - Branding themes
 - Account codes for line items
5. Save your settings.

📌 TIP: Test the integration by sending a proposal and confirming the invoice appears in Xero.

<a href="https://help.goproposal.com/en/articles/1629164-connect-goproposal-with-xero">Connect GoProposal with Xero</a>

Visit the <a href="https://communityhub.sage.com/gb/cloud-products/f/goproposal-general-discussion" rel="nofollow noopener noreferrer" target="_blank">community hub</a> or contact us in the chat.

The Xero integration is designed to save time for your team and provide an easy experience for clients. It automates invoicing and ensures accurate client data transfer between GoProposal and Xero.

Integration between GoProposal and Xero

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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Integration between GoProposal and Xero

Key features of the Xero integration

How to set up the Xero integration

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