Connected workflow
Connect Xero once — then sync, request payments, and stay updated automatically.
How it works

Turn Xero invoices into paid invoices

Connect Xero, sync invoices automatically, and request payments from customers — with invoice updates written back to your accounting.

Secure sign-in Automatic sync One-click requests
This is a simplified, customer-friendly overview with a consistent visual style (Google-like), built as a standalone page.
Secure sign-in
Log in using Xero and approve access.
Step 1

Sign in with Xero

Start with a secure sign-in flow. Approve access to your organization so the connection can be created.

What you do: Login → Approve What you get: Account linked
Business verification
Confirm details once to unlock payment features.
Step 2

Complete verification

Confirm your business details to unlock payment features and keep the workflow compliant and secure.

What you do: Confirm details What you get: Payments unlocked
Payment setup
Enable payment requests in minutes.
Step 3

Enable payments

Complete a short guided payment setup so you can start collecting customer payments.

What you do: Payment setup What you get: Ready to collect
Xero connection
Select your organization and approve access.
Step 4

Connect your Xero organization

Choose the organization you want to link and approve the connection — that’s it.

What you do: Connect → Select What you get: Sync enabled
Automatic sync
New invoices appear automatically — no manual work.
Step 5

Invoices sync automatically

New invoices created in Xero show up automatically, so you always work with up-to-date data.

What you do: Nothing (auto) What you get: Always up-to-date
One-click request
Send a payment link — status updates automatically.
Step 6

Request payment

Select an invoice and send your customer a payment link. Once paid, the status updates automatically.

What you do: Request payment What you get: Paid + updated
Ready to connect
Complete setup once — then everything runs automatically.
Get started

Connect Xero and start collecting payments

Complete setup once, then keep everything running automatically — from invoice sync to payment status updates.

If you want the CTA to open the exact “Login with Xero” screen, replace the URL with your portal’s auth endpoint.