π This feature is currently in beta. Please contact our support team to have it enabled.
What is Xero?
Xero is a cloud-based accounting software designed for small and medium-sized businesses. It helps businesses manage their finances, invoicing, payroll, expenses, and tax compliance in a simple and accessible way.
Why integrate Xero and PaintScout?
Integrating with Xero will optimize your workflow through increased organization and efficiency. You can export your estimates and invoices directly to Xero- no more double entries!
How do I integrate with Xero?
1. Click the person icon in the top right of your page and go to your Account Settings > Integrationssection.
2. Locate Xero and toggle it on. Log in to your Xero account.
3. Once you have connected your account, click the settings drop-down to customize the integration.
β οΈEach drop-down menu must have a selection for the integration to function properly.
Creating Quotes
Select how you would like to send quotes to Xero.
Creating Invoices
Select how you would like to send invoices to Xero.
Account
Select the payment account in Xero that the integration will link to.
Terms
By default, Xero terms are applied to estimates and invoices created. Check this box to transfer your PaintScout terms.
π Please note that Xero limits terms to 4000 characters; longer terms will be shortened.
Item Handling
Check this box to sync PaintScout payments with Xero invoices. You will also need to select the payment account.
π Please note you need to enable payments on your Xero account for this to be successful.
ID Numbers
By default, Xero will set quote and invoice numbers. Check this box to use PaintScout estimate and invoice ID numbers.
Need more help? π¬ Contact our support team.