4. Invoice Integration

To create Invoices in your Invoicing Software Platform

Complete the following steps:

1) Xero

  1. You need to create a Xero account. https://www.xero.com/

  2. The next step will be to directly create a billing integration on the platform (you must have permissions):

  1. Select “Xero” from the selection menu:

Enter the previously generated Client ID and Client Secret key, and confirm the action by clicking "Confirm".

With valid credentials and a redirect URI, you will be redirected to the Xero authorization page. There, you will need to confirm access to your organization.

4. You will be redirected to the Xero authorization page. There, you will need to confirm access to your organization:

  1. After confirmation and successful access, you will be returned to the billing integration page, where the created billing integration will be displayed:

Xero App Creating Guide

  1. This can be done by following the link: https://developer.xero.com/app/manage/

and selecting “My Apps”, click on the “New app” button:

  1. You should see the following window:

  1. To correctly create the application, you must enter the following data:

  1. Click on the “Create app” button. After that, you will be redirected to the next page

  1. Here you can get your Client ID and Client Secret key, which are necessary to add integration on the platform. To do this, go to the "Configuration" tab

  1. Generate your Client Secret key by clicking on the box “Generate a secret” (you can generate a new Client Secret key by performing the same action).

You should add this if you want to create documents via WeFact or Xero. However, it's not mandatory, as you can create invoice drafts directly in our platform without using additional integrations.

As our client, you can submit requests to integrate the platform with new payment systems if the one you need is not listed above.

If your invoicing software is not integrated, please use the Export feature to transfer all invoices to your invoicing software.

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