Connect Xero

If you use Xero, connect it directly and skip the second trip through your books. Sign in once, and every invoice you generate in AwardLettr posts to your Xero organisation automatically, with the same customer and line items.

Useful for any appraiser or firm that keeps its books in Xero. If you were previously connecting to Xero through the Accounting Webhook and an automation platform, you can switch to this direct connection and drop the extra piece in between.

Connecting Xero

Invoice Numbers

AwardLettr always assigns the invoice number. There is no separate numbering setting to match, the number you see on the AwardLettr invoice is the same number Xero records.

What Syncs to Xero

Each invoice you generate in AwardLettr creates a matching invoice in Xero with your customer (matched or created by name) and the same line items. If you regenerate an invoice, a new Xero invoice is created for the new PDF. Nothing already in Xero is changed or removed.

Sales Tax and Rounding

Any sales tax on the invoice, and any small rounding adjustment, appear as their own line items on the Xero invoice. That keeps the total in Xero matching the total on your AwardLettr PDF exactly.

Sales Account

Invoices post to one revenue account in your Xero chart of accounts. AwardLettr picks a sensible default the first time you connect. To use a different one, open the Xero card in Settings → Integrations and click Change next to Sales account.

If an Invoice Does Not Sync

Every invoice sent to Xero shows up in the activity list on the Xero card in Settings → Integrations, along with its status. If one shows as failed, you can usually retry it right from that list. A few situations need a fresh invoice instead, for example when Xero already has an invoice on that number. When that happens, the card tells you regenerating the invoice from the Time tab is the way forward.

Reconnecting Xero

A Xero connection occasionally needs to be reconnected, for example after changing your Xero password or a long stretch without activity. When that happens, AwardLettr shows a message asking you to reconnect. Go to Settings → Integrations and click Reconnect to pick up right where you left off. Nothing about your invoices or history is affected.

One Direct Accounting Connection at a Time

Using a Different Accounting System

If you use an accounting system other than Xero, the Accounting Webhook Integration still works for it through an automation platform. Once Xero is connected directly, AwardLettr sends invoices there on its own and the webhook is not used for invoices.