Subscript Billing

Subscript has a built-in integration with Xero, that allows it to:

• Read and ingest accounts, customer, products and previous invoices information from Xero
• Create invoices and credit memos, and new customers and products when needed

<aside> 💡 Transactions (contracts) are not read from Xero, which is not an object that this General Ledger supports. Instead, Subscript will have its own transactions / contracts (entered manually or via a CRM) that can be invoiced through Xero.

</aside>

Overview

Transactions are the core object of Subscript. From confirmed transactions, you’ll be able to create your invoices in Subscript, and then send them through your General Ledger — in this case, Xero.

The general workflow looks like:

1. Set up your customer
2. Create your transactions
3. Create an invoicing schedule (set of invoices)
4. Send your invoices, that will then be also stored in Xero for accounting and tax purposes

Learn more: Overview of Subscript Billing

Data Flow Diagram

The diagram below illustrates the flow of data between Xero and Subscript. It shows which resources are synced from Xero into Subscript, and which are created in Xero by Subscript during the billing and invoicing process.

Getting Started with the Xero Integration

Follow the steps below to connect your Xero account to Subscript:

Step 1: Open Settings and Add Integration