Jobable includes a Xero integration feature to allow sharing of invoicing and payment data and remove the task of having to duplicate work in each system.
It includes:-
Customer importing
Automatic Customer creation in Xero when creating a new customer in Jobable
Automatic Customer updating in Xero when updating any details about an existing customer in Jobable
Invoice creation in Xero when creating an invoice in Jobable
Setting up the Xero integration
To start integrating with Xero you must already have a Xero account. If you don't have one already please go to Xero website and create your account.
If you already have a Xero account:-
Go to Settings and then select Xero in the Manage Integrations section
Click the 'Connect to Xero' button
Login to your Xero account
If you have more than one Xero account you will be prompted to select the account you wish to connect to Jobable.
Xero will confirm the connection and prompt you to Connect as below
After connection is complete you will be returned to Jobable.
To ensure VAT is charged correctly when posting Invoices to Xero you must link up Xero Tax ID's to your Xero Sales Tax Settings. Follow this guide
To show the best help to proceed please choose from the following:-
I am a brand new user of Xero
I am a brand new user of Xero
As a brand new user of Xero, you are all set. As you create new customers in Jobable, these will automatically create new customers in Xero saving you the hassle of creating them in both places.
Automatic Mode
Jobable can automatically create and update invoices in Xero if you wish. To switch on Automatic mode you can go to 'Settings' > 'System Configuration' and open the 'Automations' tab.
Update the 'Xero Automatic Mode' to 'Yes' for Jobable to automatically create/update Xero invoices.
Manual Mode
By default, the integration will be working in Manual mode. This means when creating invoices in Jobable, you need to use the Xero button to send new invoices or updates to existing invoices to Xero.
NOTE: The Xero button on invoicing only appears in EDIT mode. Click the edit button if you can't see it.
Automatic Payment Updating
Jobable can also automatically update invoices as paid and post Customer Receipts to related Jobs when a payment is received into your Xero account (e.g. when a customer pays for invoices to a linked bank account or using a credit/debit card thats linked to Xero).
To enable this feature you need to set 'Xero Payment automatically updates invoice' in 'Settings' > 'System Configuration' then go to the 'Automations' tab.
NOTE: Jobable can only process the payments correctly if the customer declared the invoices they were paying. If you don't see a payment you expect in Jobable then check the customer reference against the payment in Xero.
I have already been using Xero for some time
I have already been using Xero for some time
As an existing user of Xero, you may have many current customers that you wish to import into Jobable, especially if you are brand new to Jobable. This can save you many hours of work of re-keying customer address details which already exist in your Xero account.
To start importing customers from Xero click the 'Import Customers from Xero button'
Wait a short while for Jobable to download your customer list from Xero. After a short while it will present your full list of customers.
All customers are selected for import by default, but you can review this list and deselect any customers you do not wish to have imported for any reason.
Click 'Import selected customers' to import the selected customers into Jobable.
This will complete the import process. You can now review the imported customers by clicking on the 'Customers' menu and searching for a customer of your choice.
Using Jobable going forward
As you create new customers in Jobable, these will automatically create new customers in Xero saving you the hassle of creating them in both places.
Automatic Mode
Jobable can automatically create and update invoices in Xero if you wish. To switch on Automatic mode you can go to 'Settings' > 'System Configuration' and open the 'Automations' tab.
Update the 'Xero Automatic Mode' to 'Yes' for Jobable to automatically create/update Xero invoices.
Manual Mode
By default, the integration will be working in Manual mode. This means when creating invoices in Jobable, you need to use the Xero button to send new invoices or updates to existing invoices to Xero.
NOTE: The Xero button on invoicing only appears in EDIT mode. Click the edit button if you can't see it.
Automatic Payment Updating
Jobable can also automatically update invoices as paid and post Customer Receipts to related Jobs when a payment is received into your Xero account (e.g. when a customer pays for invoices to a linked bank account or using a credit/debit card thats linked to Xero).
To enable this feature you need to set 'Xero Payment automatically updates invoice' in 'Settings' > 'System Configuration' then go to the 'Automations' tab.
NOTE: Jobable can only process the payments correctly if the customer declared the invoices they were paying. If you don't see a payment you expect in Jobable then check the customer reference against the payment in Xero.