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Sync invoices from signed documents to Xero accounting

On our roadmap — not yet available. Contact us for early access.

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.

Planned 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

Coming Soon

The Xero integration is on our roadmap and isn't available yet. The capabilities above describe what it will do once it ships.

Want early access or to help shape it? Email support@zdottedline.com and we'll keep you posted.

Coming Soon

This integration isn't available yet. Sign up and we'll let you know when it launches.

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Need Help?

Our team can help you set up this integration.

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