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X
Xero
LIVEPaymentsSync invoices from signed documents to Xero accounting
Overview
When contracts and service agreements are signed, automatically create draft invoices in Xero. Line items, amounts, and contact details sync from the signed document to your books.
Maintain a clear audit trail linking every invoice back to its source agreement. Reduce manual data entry and ensure your accounting stays current as deals close.
Features
- Auto-create invoices on document completion
- Map document fields to Xero line items
- Contact sync between Zdottedline and Xero
- Draft or approved invoice status options
- Multi-currency support
- Works with Xero Starter, Standard, and Premium
How to Set Up
- 1
Go to Settings > Integrations
- 2
Click 'Connect Xero'
- 3
Authorize with your Xero account
- 4
Map document fields to invoice line items
- 5
Choose invoice status (draft or approved)