Invoice Sync
Angelwood invoices automatically create corresponding Xero invoices.
Xero / INTEGRATION GUIDE
Xero + Angelwood Integration
Invoices sync automatically. Payments reconcile instantly. No double data entry.
MIGRATION SOURCENot a live integration. Existing Xero records can be brought into Angelwood when you move over; there is no ongoing sync.
QUICK ANSWER
Connect Xero with Angelwood to automatically sync invoices, track payments, and reconcile client accounts without duplicate data entry.
WHO THIS IS FOR
Best for teams moving their Xero records into Angelwood.
THE WORKFLOW
What you get with Xero
Payment Reconciliation
Payments received in Angelwood automatically mark Xero invoices as paid.
Client Mapping
Map Angelwood clients to Xero contacts for accurate accounting.
FROM SETUP TO SHARED CONTEXT
How it works
- 01
Connect Xero
OAuth authentication with your Xero organization.
- 02
Map clients
Link Angelwood clients to existing Xero contacts.
- 03
Configure sync rules
Set up invoice creation and payment sync preferences.
- 04
Automatic reconciliation
Invoices and payments sync without manual work.
IN PRACTICE
How firms use Xero with Angelwood
Ways to apply this workflow to client work
Agency Owners
Eliminate duplicate invoice entry between client portal and accounting.
OutcomeSave 3+ hours per week on bookkeeping
Finance Teams
Automatic payment reconciliation keeps Xero accurate in real-time.
OutcomeMonth-end close in half the time
Accountants
Clean, accurate data flows from Angelwood to Xero automatically.
OutcomeFewer reconciliation issues
GOOD QUESTIONS
Xero Integration FAQs
Which Xero plans are supported?
All Xero plans: Starter, Standard, and Premium.
Can I sync existing invoices?
Yes. Sync historical invoices or start fresh from connection date.
Are multi-currency invoices supported?
Yes. Currency settings flow from Angelwood to Xero correctly.
What about partial payments?
Partial payments sync correctly, updating Xero invoice balances.
Can I customize invoice mapping?
Yes. Map to specific Xero accounts, tax rates, and tracking categories.
YOUR NEXT STEP
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