{
  "schemaVersion": "1.0",
  "item": {
    "slug": "xero",
    "name": "Xero",
    "category": "finance-and-operations",
    "description": "Xero emails a link to each monthly subscription invoice and keeps the past 24 months in the subscriber's My Xero billing account.",
    "status": "researched",
    "website": "https://www.xero.com/",
    "invoiceHelpUrl": "https://central.xero.com/0/article/Understanding-the-invoice-and-payment-for-your-Xero-subscription-GL",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Organization subscriber; master administrator for partner billing"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": "partial",
        "notes": "My Xero lists organizations and billing accounts, but Billproof does not discover them directly."
      },
      "billingHistory": {
        "supported": true,
        "notes": "The subscriber can view 24 months of subscription invoices in My Xero."
      },
      "invoiceMetadata": {
        "supported": true
      },
      "invoicePdf": {
        "supported": true,
        "notes": "Online invoices can be saved as PDF."
      },
      "creditNotes": {
        "supported": "partial",
        "notes": "Pricing-plan changes and discounts can create split or credit-like invoice adjustments."
      },
      "lineItems": {
        "supported": true,
        "notes": "Invoices list subscription plans and can split periods around plan changes."
      },
      "usage": {
        "supported": "partial",
        "notes": "Payroll and direct-bank-feed usage can be billed in arrears."
      },
      "subscriptions": {
        "supported": true
      },
      "paymentMethod": {
        "supported": true
      }
    },
    "billing": {
      "cadence": [
        "monthly"
      ],
      "invoiceLocation": "My Xero > Billing accounts, or the link in Xero Subscription Notifications email.",
      "emailedAutomatically": true,
      "currencies": [
        "AUD",
        "NZD",
        "GBP",
        "CAD",
        "SGD",
        "ZAR",
        "USD"
      ],
      "documentTypes": [
        "online subscription invoice",
        "PDF invoice",
        "CSV invoice",
        "eInvoice in supported regions"
      ]
    },
    "billproof": {
      "retrieval": "partial",
      "normalization": "partial",
      "transactionMatching": "partial",
      "connectionAvailable": false,
      "limitations": [
        "No direct Xero subscription-billing connection is available in Billproof.",
        "The subscription invoice is separate from customer invoices created inside Xero.",
        "Only the subscriber can view subscription billing details and the next invoice date.",
        "Self-service history is limited to the past 24 months.",
        "Subscriptions for different countries can be split across billing accounts and invoices."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "due_date",
      "billing_period",
      "billing_account",
      "organization_name",
      "plan_name",
      "line_items",
      "discounts",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_status"
    ],
    "commonCardDescriptors": [],
    "guide": {
      "quickAnswer": "Open the Xero Subscription Notifications email or go to My Xero > Billing accounts, select the relevant invoice, and save the online invoice as PDF.",
      "requiredRole": "Organization subscriber; master administrator for partner billing",
      "steps": [
        "Sign in to Xero as the subscriber for the billed organization.",
        "Open My Xero and select Billing accounts, or open the invoice link from Xero Subscription Notifications.",
        "Choose the billing account and required monthly invoice.",
        "Open the invoice number from the recent statement or invoice list.",
        "Save or download the invoice as PDF; use CSV when a detailed export is offered.",
        "Check for separate billing accounts when organizations are subscribed in different countries."
      ],
      "historyLocation": "My Xero > Billing accounts, with 24 months of subscription invoice history.",
      "missingInvoice": "Confirm the subscriber account and billing-account region, search the billing contact's Xero Subscription Notifications email, and contact Xero Support for an invoice older than 24 months.",
      "formats": [
        "online invoice",
        "PDF",
        "CSV",
        "eInvoice where available"
      ],
      "commonProblems": [
        "A user with accounting permissions is not the subscription owner.",
        "The subscription invoice is confused with an invoice created for a Xero customer's customer.",
        "An organization in another country uses a separate billing account.",
        "An invoice older than 24 months is expected to remain self-service."
      ],
      "matchingTips": [
        "Match billing account, organization name, invoice period, and currency.",
        "Separate advance subscription charges from payroll or bank-feed charges billed for the prior month.",
        "Use split plan-period lines and discounts to explain changes in monthly totals."
      ]
    },
    "researchedAt": "2026-08-28",
    "lastVerifiedAt": "2026-08-28",
    "sources": [
      {
        "title": "Understanding your Xero subscription invoice and payment",
        "url": "https://central.xero.com/0/article/Understanding-the-invoice-and-payment-for-your-Xero-subscription-GL",
        "type": "official"
      },
      {
        "title": "Receive Xero subscription invoices via eInvoicing directly into Xero",
        "url": "https://central.xero.com/0/article/Receive-Xero-subscription-invoices-via-eInvoicing-directly-into-Xero",
        "type": "official"
      }
    ],
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-xero-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/xero",
      "json": "https://billproof.io/api/public/vendors/xero.json",
      "capabilities": "https://billproof.io/api/public/vendors/xero/capabilities.json"
    }
  }
}