How to set up Xero

In case you were wondering...the integration [once set up] works like this:

Invoices will not be automatically sent to Xero, you need to trigger the automation.

Heres how...

Step 1 - Click the button 'Create Customer' to add your customer in Xero.

Step 2- Click the button 'add an invoice to Xero' to add the invoice to Xero.
The default settings will only allow paid invoices to be sent to xero.

Let us know if you'd like this changed.

Setting up the Xero API

1. Step 1. Click Connect to Xero (speak to us if you do not see this button)
   
   
   
   
2. Step 2. Log in to Xero
   
   
3. Step 3. Click allow access
   
   
4. Step 4. Merge contacts between Xero & Marquee Tech
   
   Click this link:  https://app.marqueetech.co.uk/agent/dashboard/xero
   Make sure you complete this step as it will keep your Xero & Marquee Tech account in sync.
   
   
5. Step 5 Xero Mapping.
   Head to your Xero settings by clicking your name in the top right corner.

Now you can map your deposit & balance invoices to the correct accounts in Xero.