Invoist + Xero

Send checked invoices to Xero as draft bills

Upload or forward a supplier invoice, and Invoist reads it for you to check. With one click it becomes a draft bill in Xero, with the supplier, dates and amounts filled in.

  • No add-on needed
  • Included in every Invoist plan
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Accounting

What you get

  • No more typing bills

    The supplier, invoice number, dates and every line come from the invoice itself.

  • Filed under the right account

    Each Invoist category, such as travel or software, goes to the Xero account you pick for it.

  • Two checks before paying

    Invoist points out new bank details and likely duplicates, and the bill still arrives in Xero as a draft for you to approve.

What arrives in Xero

Read by InvoistXero draft bill
  • SupplierContact (the supplier in Xero)
  • Invoice numberInvoice number
  • Invoice dateDate
  • Due dateDue date
  • Each lineA line item, on the account for its category
  • Payment referenceReference
  • CurrencyCurrency
What Invoist fills in on each Xero bill. Bills arrive as drafts.

Set up Invoist with Xero

  1. 1

    In Invoist, open Integrations and choose Connect on the Xero card.

  2. 2

    Sign in to Xero and choose the organisation to connect. Xero sends you back to Invoist.

  3. 3

    Choose Manage. Pick a default account, for invoices without a category, and a Xero account for each of your Invoist categories. Choose Save mapping.

  4. 4

    Open an invoice you've checked and choose Send to accounting. It appears in Xero as a draft bill shortly after.

Good to know

Bills arrive as drafts
Each bill waits in Xero as a draft, so you approve it there before it can be paid.
You choose what gets sent
Nothing goes to Xero on its own. Each invoice is sent when you choose Send to accounting on it.
Set a default account first
Invoices without a category go to the default account, so Invoist sends nothing to Xero until you have picked one.
New contacts are added for you
Invoist looks for a contact in Xero with exactly the same name. If there isn't one, it adds a new contact, so check the name in Invoist before sending.
The original file stays in Invoist
The PDF or photo isn't attached to the bill in Xero yet. Open the invoice in Invoist to see it.
Disconnecting keeps what's already there
If you disconnect, bills already sent stay in Xero. New invoices just stop being sent.

More ways to connect Invoist

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Try it on a real invoice.

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