Xero Integration for Invoicing

The Xero integration lets you sync invoices from Voltasis to your Xero accounting software. This eliminates double-entry and keeps your books accurate. The integration is available on the Pro plan.

Connect Xero

1. Go to Settings > Integrations.
2. Click Connect next to Xero.
3. Sign in to your Xero account and authorize Voltasis.
4. Select the Xero organization to connect (if you have multiple).
5. Click Allow Access.

Sync invoices to Xero

Once connected, you can push invoices to Xero:

1. Open a sent invoice in Voltasis.
2. Click Sync to Xero from the actions menu.
3. Voltasis creates a matching invoice in Xero with the same line items, amounts, and client details.

Automatic sync

Enable automatic sync to push invoices to Xero whenever they are sent:

1. Go to Settings > Integrations > Xero.
2. Toggle on Auto-sync sent invoices.
3. Every time you send an invoice, it's automatically created in Xero.

Mapping

Voltasis maps its data to Xero fields:

• Client → Xero Contact
• Line items → Xero Invoice Line Items
• Currency → Xero Currency
• Tax → Xero Tax Rate (configurable in integration settings)

Disconnect Xero

1. Go to Settings > Integrations > Xero.
2. Click Disconnect.
3. Existing synced invoices are not affected — they remain in Xero.

Tip: Review the mapping settings after connecting to ensure Voltasis categories match your Xero chart of accounts.