Connecting Xero

Pro plan feature

Send quotes and invoices to Xero and bring paid status back automatically.

1. STEP 01As an owner or admin on Pro, open Company › Xero.
2. STEP 02Tap Connect and sign in to your Xero organisation, then allow access.
3. STEP 03Open any quote or invoice and tap Send to Xero. The client is added to Xero if needed.
4. STEP 04Xero's number appears on the button. Tap again after changes to update it.
5. STEP 05When an invoice is paid in Xero, Emberly marks it paid when you next open Billing.

Still stuck? Message us from Company › Support chat in the app, or contact the team.