Please note that Xero invoices are only available with the Digital Signing workflow. Manual signing (selecting to download a PDF) will not trigger the Xero invoice creation
Before sending an Engagement letter, connect Xero Blue
Users with Admin permissions can connect the Xero account to the ChangeGPS platform in Settings > General and find Connection Settings section
Send Engagement letter for Digital Signing
Users will find the option to use Digital Signing on the Produce step. This is a requirement to automatically create a draft Xero invoice for some payment types (monthly, recurring, interim and on completion) once the letter has been digitally signed.
- Note: Service items with monthly fees don't generate recurring Xero invoices, this needs to be set up in Xero Blue by each firm using our initial invoice created.
What data is added to the draft Xero invoice?
Line Items: Service Item Name, Description and Price
Date: 7 days
Invoice Type: set to Accounts Receivable
Customer details: we search for an existing customer based on name/email. If one isn't found, we create it
Example of Xero Invoice generated by ChangeGPS for Engagements