Ignition

Ignition and Xero

Connect your Xero account to gain access to your Xero client list and create invoices automatically when a proposal is accepted.

Connecting To Xero

How to configure the Xero integration for Ignition

Xero Settings

Learn about how Ignition marks your invoices as "Paid" in Xero and what bank rule you need to set up to reconcile your payouts!

Reconciling payouts with a bank rule in Xero

Learn how to use the Xero Tracking Categories feature on clients and invoices that can be pushed from Ignition to Xero.

How To Use Xero Tracking Categories

Create a Xero invoice branding theme which automatically deploys from Ignition without individual service pricing.

How To Hide Service Line Item Pricing On Xero Invoices

Learn what Xero branding themes are and how you can use them in Ignition!

Creating and linking your Xero invoice branding theme to Ignition

We have documented the most common reasons an invoice may fail to be created or reconcile in Xero

Xero Invoice Creation and Reconciliation Errors

Learn how to troubleshoot your Ignition Clearing Account and how to resolve common out of balance errors in Xero.

Troubleshooting the Ignition Clearing Account in Xero

Import your repeating invoices from Xero or QuickBooks, engage your existing clients in bulk and get paid faster with Ignition!

Import repeating Xero and QuickBooks invoices

If you are using Ignition to collect debt, here are some best practices around managing your invoices within Xero and QuickBooksk.

Collecting debt and invoice management when using Ignition and Xero/QuickBooks

Learn how to map and re-map your Ignition clients to different Xero or QuickBooks contacts.

Mapping your Ignition clients to Xero or QuickBooks contacts

Learn about what you need to set up to reconcile your payouts in your connected ledger!

Reconciling Payouts

Learn how to re-map clients between Ignition and Xero if you've merged or archived client records from XPM or Xero HQ.

Re-mapping Ignition Clients to your Single Client Record in Xero

Refund process in Ignition and Xero

Pat Kuo

Michelle Timperley

Nicole Baptiste

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