Xero

This integration will allow you to trigger creation of invoices in Xero from PandaDoc when used in combination with the Pricing table block. 

Get more information here

Plan availability: Business and Enterprise

You can use more than one pricing table with Xero Invoices. All taxes and discounts added to the pricing table block will flow into the Xero invoice.

Install the integration  

1. Inside of PandaDoc, go to Settings > Integration, find Xero, click on it. Click "Connect Xero";
2. Log in into your Xero account and confirm your Xero organization and click on “Authorize”.
3. Configure Xero settings. 

Xero settings include “Invoice Currency”, “Account” (only for “Revenue Accounts) and “Tax”. These settings will be used every time when creating invoices in Xero from PandaDoc.

Pass SKU as Item Code option: by default this option is “checked”, however we recommend unchecking it, if your SKUs in PandaDoc and Item Codes in Xero do not match. 

Invoice settings

See the video of how you can set up and create an invoice from a PandaDoc document below:

Here are the more detailed instructions. Open any existing template or document and access Xero by going to More > Xero to access Xero Settings.

1. Set a Role or a Recipient of the invoice
2. Invoice total: use “Total is tax inclusive” if you wish to pass pricing table taxes to a Xero invoice. Use the “Total is tax exclusive” if you do not wish to pass pricing table taxes to a Xero invoice. Find below more on this setting;
3. Include/exclude pricing tables (if you have more than one);
4. Invoice settings: use "Automatically generate invoices when document is completed" and an invoice in Xero will be automatically created once this document will be completed in PandaDoc. It might take 20-25 minutes. Use "Generate invoices manually" to trigger invoices manually when you wish.

Adding and generating invoices

Once you're ready, click "Add an invoice".

Once you've added an invoice, you will see options to split the total amount by creating multiple invoices. Click on "Add Another Invoice" and set each percentage adding up to the total amount (100%). This is useful if you wanted to send an invoice for services that require a portion of the payment before the work is completed. For example, you could take a 20% deposit, and then have the remaining portion sent in a different invoice.

When ready, click on “Generate Invoices” to manually generate an invoice.

Review the invoice in Xero  

1. Once you click "Generate Invoices", the system will process the request and the top of the screen, you will see a message, “Invoices were successfully created in Xero”.
2. Now in the Xero settings for your template/document, at the top, you will see an invoice link that you can click which will take you to the invoice in Xero. 
3. You can review the created invoice. It will be in Draft status and has to be sent out manually from Xero. Please note, the recipient won't be able to access the invoice from the PandaDoc document, you need to send the invoice from Xero.

Troubleshooting