KiwiData customers using Xero can have their paid KiwiData invoices automatically delivered directly into Xero Documents.

This can make bookkeeping easier by removing the need to download invoice PDFs from KiwiData and manually upload them into Xero.

How it works

Once you add your Xero Documents Email to your KiwiData account: under user profile called - Xero Documents Email

1. KiwiData sends your invoices and payment reminders to you as normal.

2. You pay your KiwiData invoice as normal.

3. Once the invoice is marked Paid, KiwiData automatically sends a copy of the final PAID invoice PDF to your Xero Documents account.

4. The document is then available in Xero for your bookkeeping and reconciliation workflow.

Only the final paid invoice is sent to Xero. Unpaid invoices, payment reminders and overdue notices are not sent to your Xero Documents inbox.

Benefits

Using this feature can help you:

• Keep your KiwiData invoices together with your other accounting documents in Xero.
• Reduce manual downloading and uploading of invoice PDFs.
• Receive the final invoice showing that payment has been made.
• Keep your Xero Documents inbox up to date automatically.
• Reduce the chance of forgetting to upload a KiwiData invoice for bookkeeping.

How to enable it

First, find your unique Xero Documents email address in your Xero account. It will look similar to:

bills.xxxxx.xxxxxxxxx@xerofiles.com

Do not use the example above. Every Xero organisation has its own unique address.

Then log in to your KiwiData Client Area and open your account/profile details.

Find:

Xero Documents Email

Enter your unique @xerofiles.com email address and save your changes.

That's it. There is no need to create an additional billing contact or change your normal KiwiData email address.

What happens next?

There is nothing else you need to do.

The next time a KiwiData invoice is successfully paid, the final paid invoice PDF will automatically be sent to the Xero Documents email address saved on your account.

Your normal KiwiData invoice and payment emails will continue to be delivered to your usual account email address.

Don't use your normal Xero login email

The address required for this feature is not necessarily the email address you use to sign in to Xero.

You need the special Xero Documents address ending in:

@xerofiles.com

For example:

bills.xxxxx.xxxxxxxxx@xerofiles.com

Changing or disabling the integration

You can change your Xero Documents address by updating the Xero Documents Email field in your KiwiData account.

To stop automatically sending paid invoices to Xero, simply remove the address from this field and save your account details.

Need help?

If you're unsure where to find your Xero Documents email address or need help enabling the feature, contact KiwiData Support and we'll help you get it set up.