Introduction to Xero with Docketbook

Created by Mark Shepherd-Smith, Modified on Tue, 06 Jun 2023 at 02:04 PM by Lachlan Robbie

 


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 on the Business, Professional & Enterprise plans. For more information on pricing, please visit our pricing page: www.docketbook.com.au/pricing


 


Quotes are created in Xero and may include customer-specific pricing. For more information, click here. 


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.


 


 


 

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