Xero integration for FF&E project invoicing

ffespec’s invoice integration sends a project invoice to the connected Xero organization as a draft. The transfer includes the customer contact, invoice number, project reference, dates, currency and invoice lines. Each line carries its description, quantity and unit price.

This gives your accounting workflow a review point before an invoice is finalized. Review the customer, account coding and tax treatment in Xero, particularly when your project contains different supply or service items.

1. 01

   Connect the workspace

   Configure your workspace’s Xero connection in Settings → Integrations. Confirm the selected organization and sales account before using the invoice transfer.

2. 02

   Prepare an invoice

   Add a customer name and at least one invoice line. Review descriptions, quantities, unit prices, invoice dates and the project reference.

3. 03

   Send and review the draft

   Send the invoice to Xero, then review the resulting draft there. ffespec records the Xero invoice reference and the transfer time after a successful response.

• The workspace needs an active Xero connection and a valid sales account.
• Invoices require a customer name and at least one line item.
• Line amounts are sent exclusive of tax. Xero applies the configured account’s tax treatment; review the resulting draft.
• Sending an invoice again uses its stored Xero invoice reference when available. Check the existing document before transferring further changes.
• Sending a draft does not by itself collect a payment or confirm that a customer has paid.

This page describes the invoice-to-Xero handoff. A draft transfer should not be treated as automatic reconciliation of all accounting activity.