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How to connect Xero and post invoices from JobSheet

Before you start

Xero integration is a paid monthly add-on on your subscription (currently £5/month, same as custom branding). Only the workspace admin can turn add-ons on or off. Connecting Xero and posting invoices are for office staff (people who manage quotes and invoices).

JobSheet invoicing, PDFs, and CSV export for your accountant stay available. Xero is an optional path for offices that already invoice in Xero.

  1. Open Subscription.
  2. Under Plan & add-ons, set Xero integration to Yes.
  3. Choose Upgrade subscription or Update subscription and complete checkout if prompted.

See Xero integration feature guide for what is posted and what stays in JobSheet.

Connect Xero

  1. Open Workspace and scroll to Xero.
  2. Choose Connect Xero. You are sent to Xero to sign in and approve access.
  3. If you have more than one Xero organisation, pick which one JobSheet should use.
  4. When connected, the panel shows the organisation name.

Disconnect anytime with Disconnect Xero on the same panel. Your JobSheet jobs and customers are not deleted.

Default account codes (optional)

Under Xero in Workspace you can set:

  • Default sales account code (often 200 for sales in UK charts)
  • Default VAT tax type (often OUTPUT2 for standard-rated VAT)

These apply when JobSheet builds the draft invoice line. You can still edit the draft in Xero before authorising.

Post a completed job to Xero

  1. Open a done job (status complete).
  2. On the workflow panel, choose Post to Xero.
  3. Review the preview: customer, dates, and line items from the job or linked quote.
  4. Choose Post draft to Xero.

JobSheet creates a draft sales invoice in Xero. Open it in Xero to check account codes, authorise, and send to the customer when ready.

Each job can only be posted once. If already posted, the job shows Posted to Xero with a link to open the invoice in Xero.

Hybrid with JobSheet invoicing

You can still Create invoice in JobSheet on the same job if you need a JobSheet document. The app warns when a job is already linked to Xero so you do not double-bill by mistake.

For month-end handoff of JobSheet-issued invoices, keep using Reports and CSV export as today.

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