The Xero integration automatically creates and updates invoices between Good Grants and Xero. This ensures your payment records stay accurate and removes the need for manual reconciliation.
Common uses
User case
Description
Invoice automation
Create invoices in Xero when an applicant completes an order.
Payment sync
Update Good Grants orders to 'Paid' when invoices are reconciled in Xero.
Tax mapping
Match Good Grants tax rates with Xero tax types.
Financial reporting
Keep all order data synced in Xero for a single source of truth.
Custom accounting
Configure invoice numbers and account codes to match Xero setup.
Events
Event
Action
Order created in Good Grants
Create invoice in Xero.
Invoice reconciled in Xero
Update Good Grants order to 'Paid'.
Configure the integration
In the Manage workspace, go to Settings > Integrations > Marketplace
Select Xero
Click Reconfigure
(Optional) Customise the name of the integration
Click Next
Click the Connect button to sync your Xero account
Click Next
Select your Xero organisation and choose which flows to enable—to create a Xero invoice when an order is created in Good Grants, your invoice number can be configured
Click Next
Assign a tax rate to each of the tax rates enabled in Good Grants
Click Finish
Good to know
The Xero integration is a paid add-on and requires an active Xero account.
