Field to Finance in Seconds
Complete job visibility from work order to payment - no manual reconciliation needed
Work Completed
Technician completes job with time tracking, materials used, photos, and digital signature captured.
Instant Transfer
Job data flows to Xero automatically - line items, quantities, rates, and customer details mapped perfectly.
Invoice Created
Beautiful, branded invoice generated in Xero with correct tax codes, tracking categories, and payment terms.
Payment Tracked
Payment status syncs back to Fieldproxy. See who has paid and who needs a follow-up - all in one view.
Why Service Businesses Choose Xero + Fieldproxy
Xero is the world's most loved accounting software - now connected to your field operations for seamless cash flow management.
Multi-Currency Support
Bill international customers in their local currency. Fieldproxy syncs with Xero's multi-currency invoicing for global service operations across 160+ currencies.
Real-Time Cash Flow
See exactly where your money is - invoices sent, payments pending, and cash received. Xero's beautiful dashboards powered by Fieldproxy job data.
Online Payments
Let customers pay invoices online via Stripe, GoCardless, or PayPal - connected through Xero. Get paid faster with one-click payment links.
How the Xero sync works
Built on the Xero Accounting API. OAuth 2.0. An admin in your Xero organisation approves the connection once; Fieldproxy never sees your Xero password. Every Fieldproxy setup is built around your process, so the field mapping below is agreed with you during setup.
| Record | Direction | When it syncs |
|---|---|---|
| Customers | Both ways | A new customer in Fieldproxy is created as a Xero contact. Contacts added in Xero can be pulled into Fieldproxy. |
| Items and price list | Fieldproxy Xero | Xero items (codes, sale prices, tax rates) are pulled so technicians bill with the same codes your accountant uses. |
| Invoices | Fieldproxy Xero | When a job is marked complete or approved, a draft or authorised invoice is created in Xero with line items, quantities, tax and tracking categories. |
| Payments | Fieldproxy Xero | When an invoice is paid in Xero, the payment status comes back to the job, so the office sees who still owes. |
| Currencies | Fieldproxy Xero | Invoices go out in the customer's currency where your Xero plan supports multi-currency. |
Setting it up
- Connect your Xero organisation from Fieldproxy settings and approve access in Xero.
- Map Fieldproxy job and line types to Xero account codes, tax rates and tracking categories.
- Choose whether invoices arrive in Xero as drafts for review or as authorised.
- Run a test job end to end, check the invoice in Xero, then turn it on for everyone.
Good to know
- Xero stays the source of truth for accounting. Edits to an invoice after it is in Xero are made in Xero.
- Voided invoices in Xero are flagged on the job rather than deleting it.
- Xero limits API calls per minute, so large batches (for example a month of invoices) are queued and sent in order.
See it built around how your team already works.
Get DemoDeep Xero Integration Features
Purpose-built for field service workflows with Xero's powerful accounting features
Smart Invoice Mapping
Labor, parts, and service charges automatically map to Xero inventory items and account codes. Correct GL coding every time.
Contact Synchronization
Customer records stay in sync between Fieldproxy and Xero. New contacts, updated addresses, and billing details flow both ways.
Tracking Categories
Assign jobs to Xero tracking categories automatically - by region, service type, or technician for detailed profitability reporting.
Tax Compliance
GST, VAT, and sales tax calculated correctly based on job location and customer type. Xero handles the tax complexity automatically.
Repeating Invoices
Maintenance contracts and recurring services auto-generate monthly invoices in Xero. Set schedules once, bill automatically forever.
Expense Tracking
Technician expenses and parts purchases sync to Xero for accurate job costing. Know your true margins on every service call.
Built for These Field Service Scenarios
How service businesses leverage Xero + Fieldproxy for streamlined operations
Facilities Management
Scenario: Managing 200+ commercial properties
Challenge: Multiple billing rates per client and property type
Solution: Custom rate cards sync to Xero inventory items
Result: Correct invoicing for every job type automatically
Outcome: 98% invoice accuracy, zero billing disputes
Multi-Country Operations
Scenario: Service teams across UK, EU, and Middle East
Challenge: Different currencies, tax rules, and payment terms
Solution: Xero multi-currency with location-based rules
Result: Compliant invoicing in local currencies
Outcome: Single dashboard for global billing operations
Recurring Service Contracts
Scenario: 150 annual maintenance agreements
Challenge: Monthly billing with varying service levels
Solution: Xero repeating invoices tied to contract schedules
Result: Automated monthly billing, zero missed invoices
Outcome: $45K monthly recurring revenue on autopilot
See it built around how your team already works.
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