Cooledge Invoice
Xero Invoice
Eliminate double-entry and errors
Connect your Xero account and push paid invoices directly to Xero with one click. All line items, customer details, and your invoice PDF are automatically synced.
- One-click invoice push to Xero
- Customer contacts automatically created or matched
- All line items with correct GST and account codes
- Invoice PDF attached automatically
How It Works
Connect once and streamline your accounting workflow
Connect Xero
Connect via OAuth in portal settings
Configure Settings
Set default revenue account and GST tax type
Push to Xero
Click "Approve to Xero" on paid invoices
What's Included
Powerful features to connect your accounting workflow
Invoice Creation
Paid invoices are created in Xero as AUTHORISED invoices with all line items, quantities, and pricing preserved.
- Invoice number carried over
- All line items with descriptions
- Correct account codes applied
Contact Sync
Customer contacts are automatically created or matched in Xero. No duplicate contacts, no manual entry.
- Auto-match existing contacts
- Create new contacts as needed
- Name, email, and address synced
PDF Attachment
Your branded Cooledge invoice PDF is automatically attached to the Xero invoice for easy reference.
- Automatic PDF generation
- Attached to Xero invoice
- Accessible from Xero anytime
GST & Tax Handling
Configure your default GST tax type and revenue account. All invoices are pushed with correct tax treatment.
- Configurable GST tax types
- Default revenue account
- Tax-inclusive pricing handled
Easy Setup
Get connected in minutes
Sign up for Cooledge
Create your free account and complete the initial setup. Xero integration is included on all plans.
Connect Xero
Navigate to Settings → Integrations in your portal and connect your Xero account using OAuth. Authorize Cooledge to access your Xero organisation.
Configure settings
Set your default revenue account code and GST tax type. These will be applied to all invoices pushed to Xero.
Push invoices
On any paid invoice, click "Approve to Xero" to push it to your Xero account. The invoice and PDF will be created automatically.
Included on All Plans
Xero integration is included with every Cooledge plan — Starter, Growth, and Scale. Connect your accounting in minutes and eliminate double-entry forever.
Also available: QuickBooks Online. MYOB integration coming soon.
Ready to streamline your A/C business?
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