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Xero Integration

Stop re-typing job invoices into your accounts.

Connect your Xero organisation to Smartgenix and invoices for MOTs, services, repairs and recovery jobs are sent to Xero as draft sales invoices, matched to the right customer contact, account code, tax rate and tracking category.

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What it does

Secure Xero sign-in

Connect with your own Xero login. Smartgenix never sees your Xero password, and you can disconnect at any time.

Every job type

Invoices for MOTs, services, repairs and recovery jobs can all be sent to Xero.

Arrives as a draft

Invoices land in Xero as drafts, so your bookkeeper reviews them before they are approved.

Customers matched to contacts

Each Smartgenix customer is linked to a Xero contact, so invoices always go to the right place.

Your chart of accounts

Choose the account code, tax rate and tracking categories Smartgenix should use.

Connection checks

Smartgenix checks the Xero connection regularly and queues invoices so a short outage does not lose any.

How it works

  1. Open Settings › Integrations › Xero in your mechanic dashboard and sign in to Xero.

  2. Pick your Xero organisation and map accounts, tax rates and tracking.

  3. Job invoices are sent to Xero as drafts for you to review.

Built with

Xero
Accounting

Questions

Does Smartgenix integrate with Xero?

Yes. Connect your Xero organisation from the mechanic dashboard and job invoices are sent to Xero as draft sales invoices.

Are invoices approved automatically in Xero?

No. They arrive as drafts so you or your bookkeeper can check them before approving.

Which invoices are sent to Xero?

Invoices for MOTs, services, repairs and recovery jobs.

More in Smartgenix

See it on your own garage

Book a demo and we will walk you through Xero Integration with your own jobs and customers.

See pricing