Invoices in Xero straight from the project
Create draft invoices from project payments, see paid status come back, and bring your Xero customers and suppliers into Rofinery.
Every invoice typed twice
When the payment schedule lives in one tool and your accounts in another, every invoice gets typed twice, and nobody’s sure what’s been paid.
Connect Xero and Rofinery creates the invoice from the payment you agreed. When the client pays, Rofinery knows.
What the Xero integration does
Invoices go out from Rofinery. Paid status comes back.
Draft invoices
Create a draft invoice in Xero from a project payment, ready for you to check and send
Many at once
Create invoices for every uninvoiced payment on a project in one go
Contacts added
If the client isn't in Xero yet, Rofinery adds them as a contact
Tax matched
Rofinery matches the client's tax rate to one in Xero
Paid status back
When an invoice is paid in Xero, the payment is marked paid in Rofinery
Customers and suppliers
Bring Xero customers in as clients and suppliers as suppliers, choosing each match yourself
Questions about Xero
No. Rofinery creates them as drafts in Xero, so you can check them before they go out. Paid status comes back automatically.
An admin connects Xero from your team's settings and chooses the sales account code the invoices should use.
Invoice from the work you agreed
Or see where Xero fits in.