Connect InventaHQ to Xero
Link your organisation to Xero so shipped orders can be sent as invoices and received orders as bills.
Each InventaHQ organisation links to one Xero organisation.
Before you start
You need to be an Administrator.
Go to Settings → Integrations and click Xero.
If it shows Talk to us instead of Installed, Xero isn't switched on for you yet. Click Submit a ticket at the top of this page and we'll turn it on.
Click Connect Xero. Xero's sign-in page opens. Sign in and allow access for InventaHQ.
If you can see more than one Xero organisation, choose the one to link and confirm.
Open Accounts and tax. Check the suggested accounts and click Save. See Map your Xero accounts and tax rates.
Open Posting and automatic sync. Choose whether documents arrive as drafts or approved, which date to use, and whether to sync on a schedule. See Post invoices, bills and adjustments to Xero.
See Import payment terms from Xero.
Good to know: if you see The link to Xero has expired, click Reconnect Xero and sign in again. Nothing is lost.