...
To upgrade and access the Xero integration, contact us and let us know if you wish to upgrade to a Professional Plan or higher, where Xero is included for free, or pay for the add-on ( $20+gst / mth or $200+gst annually) if on the Business Builder plan.
Invoice Sync Features
Accounts Receivable
Invoices that are created in SolarPlus and synced to Xero include:
All line items as per the SolarPlus Quote Edit page. The Xero version does not maintain the visual format of SolarPlus quotes and invoices which may include a Grouped Items description and Quote Intro. These cannot be shown in the same format in Xero due to Xero API limitations.
Any credits on the invoice are also included as line items including:
Subsidies
STC rebates
Discounts
Where sales tax applies, the line item will show the tax type for that line item based on the account code used for the line items. If tax types are incorrect, you need to fix these in Xero. See the selection of line item accounts above.
Price Override
If you use the Price Override feature rather than individual line item pricing, when syncing to Xero all line item prices must be synced and therefore an additional line item is added to record the balance between the line item total and the final price.
Note: The conditions below in FAQ where these synced items will appear in Profit and Loss reports.
Accounts Payable
At the same time as the Accounts Receivable invoice is created, a bill (or Accounts Payable invoice) is also created for 'Cost of Goods Sold', based on:
The wholesale price of each line item total from the inventory buy price;
Any item where the Inventory item checkbox 'This item is purchased' is checked.
Setting up your Xero integration
...
Step 12: Fill in the Client id and secret from the Xero area and hit Update Xero. You will then be prompted to Authorise your new app.
...
| Info |
|---|
IMPORTANT: |
Go to an invoice and hit the Sync to Xero button. You should then be directed to the authorisation page as seen below. Once authorised, head back to the Integration page to configure account selections before syncing any invoices.
...
Your Xero account names will now be loaded. Select the appropriate accounts for each category. 
...
After successfully savings the Xero API keys by clicking 'Update Xero', the page will reload. If you get an error message, please refresh your browser.
...
Congratulations, you are now ready to use the xero invoice sync function
Invoice Sync Features
Accounts Receivable
Invoices that are created in SolarPlus and synced to Xero include:
All line items as per the SolarPlus Quote Edit page. The Xero version does not maintain the visual format of SolarPlus quotes and invoices which may include a Grouped Items description and Quote Intro. These cannot be shown in the same format in Xero due to Xero API limitations.
Any credits on the invoice are also included as line items including:
Subsidies
STC rebates
Discounts
Where sales tax applies, the line item will show the tax type for that line item based on the account code used for the line items. If tax types are incorrect, you need to fix these in Xero. See the selection of line item accounts above.
Price Override
If you use the Price Override feature rather than individual line item pricing, when syncing to Xero all line item prices must be synced and therefore an additional line item is added to record the balance between the line item total and the final price.
Note: The conditions below in FAQ where these synced items will appear in Profit and Loss reports.
Accounts Payable
At the same time as the Accounts Receivable invoice is created, a bill (or Accounts Payable invoice) is also created for 'Cost of Goods Sold', based on:
...
The wholesale price of each line item total from the inventory buy price;
...
Troubleshooting
Xero sync failed due to lack of information
...