What the Xero integration does
Clients see the invoices you've sent them in their portal, read only, with a link to pay.
Setting it up
- Click Connect QuickBooks Online, Connect Xero or Connect FreshBooks. You sign in there and choose your company (in Xero, tick your organisation), then come straight back.
Pay links: QuickBooks gives a link to view and pay when QuickBooks Payments is turned on. Xero's link is its online invoice, and FreshBooks' is its share link. Both are fetched for unpaid invoices.
Using your own app. If your DokLocker provider hasn't set one up, register a free app with QuickBooks (developer.intuit.com), Xero (developer.xero.com) or FreshBooks (my.freshbooks.com/#/developer), add the redirect address shown on the integration card, then click Own app and paste its client ID and secret before you click Connect.
Included in every plan
Every integration is included at no extra cost, on the hosted service and self-hosted. Connect it under Admin › Integrations, click Test, and the first sync starts straight away.