Introduction

Docketbook can work closely with Xero through the life-cycle of Quote to Order to Docket and Invoice.

Quotes are created in Xero and may include customer-specific pricing.

Within Docketbook, you can create an Order and pull the items and prices from the Xero quote.

There you can create Dockets from the Order which inherit the Xero pricing information.  

Finally, the Dockets are selected and pushed to Xero to create the invoice.

Setting up the Connection

The first step in the setup is to create the connection to Xero, requiring you to authenticate your company with Xero.  This short video explains how it works.