Please note that Xero invoices are only available with the GoCardless & Digital Signing workflow. Manual signing (download of PDF) will not trigger the Xero invoice creation
When GoCardless is connected, 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, once the letter has been digitally signed.
Before sending an Engagement letter, connect Xero Blue
Users with Admin permissions can do this. Connect your Xero account to the ChangeGPS platform, navigate to Settings > General and find Connection Settings.
Invoices are created based on the following workflow options:
- Client digitally signs the Engagement letter after receiving an email. This requires a GoCardless integration as well.
- Service items with monthly or upfront fees are added in the first invoice (after a signature has been placed). We don't generate invoices each month for the new payments, this needs to be set up in Xero Blue by each firm using our initial invoice created.
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Invoices for Interim and Completion service items are only triggered when the client digitally signs and you as the user has then selected Send Payment Request from the Actions buttons available for the signed Engagement (which requires GoCardless integration).
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