What does this integration do?
After making the connection:
- When you send an invoice with Payaca an invoice record will automatically be created in Xero and marked as sent. Item and contact records will be matched or created if none exist.
- You can optionally import all of your contacts and items from Xero to Payaca in a single click at any time to make it super fast to create new quotes in Payaca.
Setting up Xero
Go to the "Connections" tab https://web.payaca.com/connections shown in the menu below 👇
Now choose the default revenue account (normally 200 - Sales) and confirm that the Payaca taxes align correctly with your taxes in Xero by clicking the checkbox as shown in this screenshot 👇
Once connected you can always return to the connections tab to import your Xero items and contacts or disconnect your Xero account from Payaca.
Now each time you send an invoice in Payaca:
It will automatically transfer the details to Xero as below:
Q: What happens if I collect a deposit with a quote?
A: This will automatically be marked as a payment in Payaca and Xero when the invoice is sent.
Q: Can my quotes and estimate details be sent to Xero?
A: Currently only invoices are sent, however, we are always looking to extend our offering and may add this in the near future.
Q: I still have more questions!
A: Please click the live chat icon in the bottom right and one of the team will be happy to help.