Connecting Xero

Connecting Xero lets Templio push approved invoices across as drafts, so you finish and send them from your own ledger instead of exporting a file by hand.

Connect

Go to Dashboard → Settings → Xero and select Connect Xero. You'll be redirected to Xero to authorise Templio, then brought back connected. Connecting needs an active Templio subscription — see Billing, trial and subscription.

Reconnect and disconnect

Xero access can expire or be revoked from the Xero side; when that happens the page shows Reconnect needed — select Reconnect Xero and re-authorise. You can also Disconnect at any time from the same page.

What gets sent

Only approved invoices are ever pushed, and they arrive in Xero as drafts — nothing is sent to a client from Xero automatically. Review and send them from Xero as you normally would.

If you'd rather not connect a live accounting package, native invoicing plus the Sage/QuickBooks batch exports on the Invoices page cover the same need — see Invoicing and credit notes.