When you process a client instruction, an invoice is automatically generated. Connect Xero to push invoices directly into your accounting system, or use PDF invoices as a fallback.
Every time you process a renewal instruction, an invoice is created automatically. The invoice includes:
If Xero is connected, the invoice is pushed to Xero. Otherwise, a PDF is generated.
Connect your firm's Xero account via OAuth in Settings → Invoicing:
Click Connect to Xero
Authorise access
Configure account codes
Xero token refresh
The Xero connection uses OAuth tokens that refresh automatically. If the connection is lost (e.g. token expires without refresh), reconnect from Settings → Invoicing.For each matter type, you can map the professional and official fee line items to specific Xero account codes. This ensures invoices are posted to the correct revenue accounts.
You can also assign up to two tracking categories per fee component, which maps to Xero's tracking category system for departmental or project-based reporting.
After a client submits their instruction, they can view the invoice status at a unique URL. This page polls automatically until the invoice is ready, then shows:
To disconnect Xero, go to Settings → Invoicing and click Disconnect. Future invoices will fall back to PDF generation. Existing invoices already pushed to Xero are not affected.
