OnboardMe + Xero Accounting

Accepted proposals and bills become Xero invoices, payments collected through OnboardMe mark them paid, and settlements reconcile to your bank account.

Australia · New Zealand · United Kingdom · South Africa

What syncs

What moves between OnboardMe and Xero Accounting.

Clients ⇄ both ways

Clients and Xero contacts matched and kept in step. If Xero is where your clients live, new Xero customers come in as clients.

Invoices ⇄ both ways

Invoices pushed on acceptance and on bill dates. Turn on unpaid invoice sync and unpaid Xero invoices come in for debtor management.

Payments ⇄ both ways

Payments collected in OnboardMe marked against the Xero invoice, with fees and surcharges posted. Payments entered in Xero come back to OnboardMe.

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How it works

How OnboardMe works with Xero Accounting.

Step 1
Connect Xero
Sign in with Xero. OnboardMe reads your contacts, accounts, tax rates, branding themes and tracking categories.
Step 2
Map your services
Link each service to a revenue account or Xero item, and map your tax rates once, so every invoice lands with the right codes.
Step 3
Bill on acceptance
Bill-now lines become Xero invoices the moment a proposal is accepted. Scheduled bills go on their date.
Step 4
Paid and reconciled
Card and bank payments mark invoices paid, and settlements reconcile to your bank account net of fees.

Setup

Getting connected

Connect with your Xero login. Invoice and payment changes in Xero come back in near real time, so debtors stay current.

Map services to revenue accounts and set a default.
Map tax rates and choose branding themes for standard, upfront and recurring invoices.
Optionally create Xero repeating invoices for recurring billing.
For each branding theme, choose automatic collection, reminders and send-on-import.
Choose the bank account settlements land in, plus the accounts for processing fees and surcharges. OnboardMe sets up its own clearing account.