1
Open Xero
Go to Settings → Integrations → Xero.
2
Connect
Click Connect Xero and approve the Xero organisation Jomioz should use. Existing records are not copied across at the moment you connect.
3
Map both accounts
The page status is Needs mapping until this is done. Under Account mapping, choose Sales (invoices) and Payments received, then click Save mapping. Sync starts after both are saved.
4
Send an invoice
On the invoice, click Send to Xero. You can also use Send to Xero from a customer.
Disconnect Xero stays on that page if you later leave a plan that includes Xero.