Payments and Xero
Payment terms and milestones, connecting Xero, and raising invoices from accepted quotes.
- Payment terms and milestones Add payment terms and a schedule of milestones to a quote, each a percentage of the one-off total with its own due rule, shown to the customer.
- Default payment terms and milestones For admins: set the payment terms and milestone schedule that quotes started from scratch begin with.
- Connect Xero For admins: connect your organisation's own Xero account so you can link clients to Xero contacts and raise invoices from accepted quotes.
- Xero invoice settings and tax mapping For admins: choose the default sales account, branding theme, invoice status and due days, and match your tax rates to Xero's.
- Create invoices in Xero For admins: raise invoices in Xero from an accepted quote, either one invoice for the one-off total or one per payment milestone.
- Invoice subscriptions in Xero For admins: invoice the first period of a quote's subscription items in Xero, together or one invoice per item, and set up renewals in Xero.
- Project summaries and AI For admins: add a short project summary to the first line of one-off invoices, write it yourself or generate it with AI, and configure the AI settings.
- Manage invoices raised in Xero For admins: see the invoices raised from a quote, open them in Xero, refresh their status, and delete drafts or remove links.
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