Every time you generate an invoice in Hubflo, it automatically creates a corresponding invoice in Xero, including the customer details, if they don't already exist.
1 - Connect your Xero Account to imports all your contacts
→ You can activate the Xero integration through your settings :
Before you start, ensure your API key is generated; otherwise, the integration won't function. 🙂
→ Next, you'll be able to input your Xero login details:
Your Xero contacts will be automatically imported into Hubflo 🪄
However, to ensure a successful import, each contact must meet the following criteria:
Must be classified as a “customer.”
Must have an email address.
Must include both a first name and a last name.
Must be marked as an “active” contact.
2 - Create an invoice on Xero every time you issue an invoice on Hubflo
With the Xero integration, whenever you create a new invoice on Hubflo it will automatically be created on Xero with the status: "awaiting approval".
→ Initiate the process by crafting your invoice on Hubflo, adding all necessary line items:
→ Proceed to issue your invoice directly through Hubflo :
If the contact associated to the invoice doesn't exist on Xero it will be automatically created :
The newly created invoice on Xero will hold the status "awaiting approval," ready for your review, approval, and dispatch.
You can consult, approve & send your invoice :
⏰ Upcoming Feature - Payment Synchronization:
Stay tuned! Soon, marking an invoice as paid on Hubflo will automatically update its status to "paid" on Xero, ensuring your accounts are always in sync.
