Traffio

Billing with Xero

Details applying tracking categories & tracking options to invoice line-items from Traffio

Setting Invoice Tracking Categories with Xero

Explains syncing your clients to your contacts within Xero for invoicing

Syncing Clients with Xero

Matching Billable Items with Xero Chart of Accounts

This article will explain how to send completed forms with an invoice to Xero

Sending Forms with Invoices to Xero

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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