Syncing Information From Xero Into Tradify

Learn more about how to sync your information from Xero back into your Tradify system.

View our set-up video:

Changing invoices in Xero

Changes you make to invoices in Xero, e.g. adding a reference, changing the date, adding or removing line items, will sync back to Tradify. Due to how Xero removes formatting from descriptions, we have ensured changed descriptions will not synchronise back to Tradify.

  1. Create an invoice in Tradify
  2. 'Approve' to Xero as you'd usually do
  3. In Xero, make any changes you need to the invoice
  4. Hit 'Save' in Xero
  5. Go in to Tradify and in under 1 minute you will see the changes you made in Xero appear.

Changing invoices in Tradify

Changes you make to invoices in Tradify,e.g. adding a reference, changing the date, adding or removing line items, will sync back to Xero.

  1. Create an invoice in Tradify
  2. Hit 'Save' or 'Approve'.
  3. Login in to Xero
  4. You will then see the invoice in Xero.
  5. Go back in to Tradify,
  6. Make any changes you need to the invoice.  
  7. Hit 'Save'. The invoice changes will be sent to Xero.
  8. Login in to Xero
  9. In under 1  minute you will see the invoice changes in Xero.

Payments from Xero

Any payments you add to 'Approved' invoices in Xero, will now show in Tradify. 

Adding payments to a Xero invoice:

Screen_Shot_2019-12-09_at_4.09.17_PM.png

Payments appear toward the bottom of the invoice in Tradify:

Screen_Shot_2019-12-09_at_4.09.53_PM.png

 

Payments from Tradify

Any payments you add to 'Approved' invoices in Tradify, will now show in Xero. 

Adding payments to a Tradify invoice:

Screen_Shot_2020-03-12_at_3.16.11_PM.png

Payments appear toward the bottom of the invoice in Xero:

Screen_Shot_2020-03-12_at_3.19.42_PM.png

 

Credit Notes from Xero

Any credit notes you add to 'Approved' invoices in Xero, will now show in Tradify.

Adding credit notes to a Xero invoice:

Screen_Shot_2019-12-09_at_4.14.45_PM.png

Credit notes appear toward the bottom of the invoice in Tradify:

Screen_Shot_2019-12-06_at_4.36.29_PM.png

Deleting invoices 

If you delete an invoice in Xero, it will be deleted in Tradify.

If you delete an invoice in Tradify, that has been sent to Xero, it will be deleted in Xero.

 

Voiding/Cancelling invoices

If you 'void' an invoice in Xero, it will be 'Cancelled' in Tradify.

If you 'cancel' an invoice in Tradify, that has been sent to Xero, it will be 'voided' in Xero. 

 

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