You can connect Xero so booking invoices, contacts, tax settings, references, and tracking details stay closer to the accounting workflow your team already uses.

After Xero is connected, eligible invoices can be sent to Xero, contacts can be created or reused, and payment activity from Xero can help keep invoice status easier to review.

Xero Payroll super is configured from the same Xero integration area, but it is a separate workflow from invoice sync. See Use Xero Payroll for superannuation for the super-specific setup.

The General section shows the connected Xero account and connection status.

Open General to control the main invoice sync behaviour.

You can:

If Sync invoices to Xero is off, the Xero connection can stay connected without sending new invoices, credit notes, or contact sync updates. You can turn sync back on later.

Open Accounts to choose where different invoice types should go in your Xero chart of accounts.

You can set mappings for:

For booking invoices where your Account is the payer, you can also choose whether they are created as a bill or as a credit note in Xero.

If your Account works with roster member accounts, you can add account-code overrides for specific members. This is useful when one member's bookings should land in a different Xero account code from the default.

Open Taxes to choose how tax is sent to Xero.

You can use Xero chart account defaults, or always send matched tax codes from the invoice lines. You can also sync Xero tax rates and pin specific invoice tax types to Xero tax rates where needed.

Refresh tax rates after changing them in Xero so the latest options are available.

Open Tracking to link Accounts to Xero tracking category options.

When tracking is set up, invoices can include the matching Xero tracking option for your Account or roster member account. If no matching tracking link exists, the invoice can still be sent without tracking.

Refresh tracking categories after changing them in Xero.

Open Reference to choose what appears in the Xero invoice reference.

You can use variables from the booking, event, invoice, and parties on the booking. For bills, you can also add the reference as a memo line so it is visible on the Xero document.

When invoice sync is on, eligible invoices can be sent to Xero after they are created. You can also send or retry invoices from invoice actions and the Xero Recovery section.

When an invoice is sent, the Xero contact is matched or created from the invoice counterparty details. Existing linked Xero contacts are reused for future invoice sends.

Contacts can also be sent to Xero from the contact profile when you want to update contact details directly.

Open Recovery to review invoices that have not been sent successfully.

From there, you can:

If Xero rejects an invoice, the booking activity and Xero recovery areas can show a user-safe reason so you know what to fix next.

Xero invoice sync is focused on accounting documents and related contacts.

Recording payments, refunds, or voiding payment rows does not create payment transactions or refund credit notes in Xero. Those payment-ledger actions stay local, while Xero bank feeds and reconciliation remain the accounting source of truth for money movement.

Voiding a Xero-linked invoice is different: an invoice-cancelling credit note or draft deletion can be sent to Xero because it changes the accounting document that was created from the invoice.

Edits made to an invoice after it has already been sent to Xero do not update the existing Xero document today. If a synced invoice needs changes, review the invoice in Xero or create a fresh workflow as appropriate for your finance process.

Open Connection when you need to refresh cached Xero data, reconnect, or disconnect.

Disconnecting stops new invoice sync until Xero is connected again. Existing invoices in Xero are not deleted automatically.

If the connection needs fresh access, use Reconnect to approve Xero again without clearing your invoice settings.