Introduction to Xero with Docketbook

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

Note, that Xero integration is only available with the Accounting Integration Inclusion. For more information on pricing, please visit our pricing page: www.docketbook.com.au/pricing

 

In Xero, quotes can be generated with customized pricing for customers. This information can then be used within Docketbook to create Orders, pulling items and prices directly from the Xero quote. From these Orders, Dockets can be generated, retaining the pricing details from Xero. These Dockets can then be selected and sent to Xero to generate the final invoice.