Before you start #
Xero invoice syncing is controlled in Settings → Xero. Connect Xero and map tax rates and payment methods before turning on live syncing.
Open Xero settings #
Go to Settings → Xero and confirm the intended organisation is connected.
Enable invoice sync #
Turn on the integration and select Sync Invoices. Enable customer syncing if your workflow requires it.
Choose the trigger status #
Use Send Invoice To Xero When Status Is to choose the invoice status that triggers sending.
Choose the Xero invoice state #
Select whether new invoices should be created in Xero as Draft, Submitted or Authorised.
Map tax and payment methods #
Match Repair Pilot tax rates and payment methods to the corresponding Xero values.
Save and review #
Select Save Xero Settings. Review a synced invoice in both systems.
What happens next #
Invoices are sent to Xero according to the selected status and sync options. Review the first synced records in both systems.
Common questions #
Does sync happen for every status?
The Xero settings let you choose the invoice status that triggers sending.
What Xero status will the invoice use?
It depends on the Create Invoice In Xero As setting: Draft, Submitted or Authorised.
Last verified: 25 October 2026. This guide reflects the interface and workflow at that time.
