Xero: how the connection works
What syncs to Xero, and how to set invoices, payments and accounts.
Invoices, payments and credit notes go from Sovica to Xero automatically. The sync runs one way, so changes in Xero do not come back. To connect, see Connect Xero.
The settings
Open XERO Integration from the App Marketplace.
Default Invoice Status: how invoices arrive in Xero.
Sync Sovica and Xero invoice numbers: keeps the numbers matching.
Invoice tracking category: sends location and employee tracking categories.
Default Xero account codes: the fallback for each kind of sale.
Sync payments to XERO, with an account code per payment method.
On-account payments sync: when on-account money goes to Xero.
Click Save Changes. To stop syncing, click Disconnect. What is already in Xero stays there.
Up next
Next, read Xero: before you connect.