Xero Integration
Approve invoices to Xero as soon as they are sent, one at a time or as a batch
Start Free Trial
Cooledge Invoice
Xero Invoice
Eliminate double-entry and errors
Connect your Xero account and approve invoices the moment they are sent, one at a time or a whole batch from the invoices list. All line items, customer details and your invoice PDF go with them. Payments recorded in Xero come back to Cooledge.
- Sent, Part-Paid and Paid are all eligible, no waiting for payment
- Batch approve straight from the invoices list
- Customer contacts automatically created or matched
- All line items with correct GST and account codes
- Invoice PDF attached automatically
How It Works
Connect once and streamline your accounting workflow
Connect Xero
Connect via OAuth in portal settings
Configure Settings
Set your revenue, payment and expense accounts plus GST codes
Approve to Xero
Approve sent invoices, one at a time or as a batch
What's Included
Powerful features to connect your accounting workflow
Invoice Creation
Approved invoices are created in Xero as AUTHORISED invoices with all line items, quantities and pricing preserved. Sent, Part-Paid and Paid are all eligible.
- Invoice number carried over
- All line items with descriptions
- Correct account codes applied
Contact Sync
Customer contacts are automatically created or matched in Xero. No duplicate contacts, no manual entry.
- Auto-match existing contacts
- Create new contacts as needed
- Name, email and address synced
PDF Attachment
Your branded Cooledge invoice PDF is automatically attached to the Xero invoice for easy reference.
- Automatic PDF generation
- Attached to Xero invoice
- Accessible from Xero anytime
GST & Tax Handling
Configure your default GST tax type and revenue account. All invoices are pushed with correct tax treatment.
- Configurable GST tax types
- Default revenue account
- Tax-inclusive pricing handled
Payments Both Ways
Payments you record in Cooledge push to Xero. Payments or voids entered in Xero flow back here, usually within a minute or two. Amounts, invoice numbers and line items stay owned by Cooledge and are never overwritten.
- Payments sync in both directions
- A void in Xero voids the invoice here
- Supplier bills and credit notes sync when approved
Easy Setup
Get connected in minutes
Sign up for Cooledge
Create your free account and complete the initial setup. Xero integration is included on all plans.
Connect Xero
Navigate to Settings → Integrations in your portal and connect your Xero account using OAuth. Authorize Cooledge to access your Xero organisation.
Configure settings
Set your revenue account code, the payment account your payments sync to and the expense account for supplier bills, along with your GST codes. Until a payment account is chosen, payments wait in the sync queue.
Approve invoices
On any sent invoice, click "Approve to Xero". To do several at once, tick them on the invoices list and approve them together. The invoice and PDF are created for you. Every document then shows a sync status, with the reason and a Retry if anything needs attention.
Included on All Plans
Xero integration is included with every Cooledge plan: Starter, Growth and Scale. Connect your accounting in minutes and eliminate double-entry forever.
Also available: QuickBooks Online. MYOB integration coming soon.
Ready to streamline your business?
Try free for 14 days. Create professional quotes and manage jobs in minutes. No credit card required.