Xero

Push customers, invoices, and payments to Xero - automatically as they're created, or on demand.

What syncs

• Customers become Xero Contacts (name, email, phone, street address). If a Xero contact with the same name already exists, it's reused instead of duplicated.
• Invoices are created as approved sales invoices (ACCREC) with their line items, invoice number, issue date, and due date, coded to your sales account.
• Payments are applied against their Xero invoice from your payment account, with the payment date and reference. Refunds and adjustments are not pushed - handle those in Xero directly.

Records are matched by an internal mapping, so re-syncing updates the existing Xero record instead of creating a duplicate.

Connect

1. Open App Center > Xero.
2. Click Connect to Xero. You'll be sent to Xero to sign in and authorise the organisation to connect.
3. Approve access and you'll land back in RAD Repairs with the connection shown as active, including your organisation name.
4. Click Test Connection any time to verify the link is healthy.

Account codes

• Sales account code (default 200) - the chart-of-accounts code invoice line items post to. Match this to your Sales/Revenue account in Xero.
• Payment account code (default 090) - the bank account payments are applied from. In Xero, this account must have "Enable payments to this account" checked (Accounting > Chart of accounts > edit the account) or payment syncs will fail.

Sync settings

• Integration enabled - master switch for all automatic syncing.
• Auto-sync new customers / invoices / payments - when on, records push to Xero in the background the moment they're created in RAD Repairs. Syncing never blocks your workflow; failures are recorded in the sync log.

Sync Everything Now

Pushes your recent history in one pass - up to 500 customers, 500 invoices, and 500 payments (newest first). Progress is shown live, already-synced records are updated rather than duplicated, and results land in the Recent Sync Activity log at the bottom of the page.

How sales tax is handled

Invoices are sent tax-exclusive with tax added as a Sales Tax line item, so the Xero total always matches the RAD Repairs total. Xero tax rates are not mapped - if you need itemized tax categories in Xero, review synced invoices with your bookkeeper.

Troubleshooting

• Payment sync fails with an account error - your payment account code doesn't exist or doesn't allow payments. Fix the code in the settings, or enable payments on that account in Xero.
• Errors in the sync log - each entry shows the record, operation, and Xero's validation message. Fix the cause and sync that record again.
• "Token refresh failed - please reconnect" - Xero connections expire after 60 days without use. Click Connect to Xero again; your mappings and history are preserved.
• Disconnect - stops all syncing and revokes RAD Repairs' access at Xero. Records already in Xero are untouched.