With the Xero integration connected, Hoops allows invoices to be created directly from both the SalesBoard and JobBoard.
This helps streamline the invoicing process by linking operational workflows with your accounting system in real time.
Invoices created in Hoops are automatically sent to Xero, where they become fully managed accounting records while remaining visible within Hoops for ongoing tracking and payment visibility.
Create Invoices from Hoops
Once Xero is connected, a Create Invoice option becomes available within the Action menu on both SalesDocs and Jobs.
Creating an invoice opens the invoice screen where accounting and contact information can be reviewed before sending the invoice to Xero.
Select Invoice Contacts
When creating an invoice, Hoops allows you to choose which contact should receive the invoice.
If the customer record contains multiple contacts, all available contacts linked to that Company will be available for selection. This includes both:
Contact email addresses
Company email addresses
This provides flexibility when invoices need to be sent directly to Accounts teams or alternative billing contacts instead of the primary sales contact.
Configure Invoice Line Items
Each invoice line item automatically defaults to the Revenue Account configured within your Xero Integration settings.
The Account Code and Xero Item selections can also be adjusted per line item if required.
This helps ensure invoices are correctly categorized within Xero while still allowing flexibility for different products, services, or accounting requirements.
Sync Invoice Data Back to Hoops
Once the invoice is saved, Hoops immediately creates the invoice in Xero and syncs the accounting information back into Hoops.
The synced accounting details include:
Invoice Number
Due Date
Total Invoice Amount
Outstanding Balance
This information is displayed directly within the Accounting Status column inside Hoops.
As payments are reconciled within Xero, payment statuses automatically update back into Hoops, giving Sales, Production, and Accounts teams live visibility into invoice progress without needing to switch systems.
Benefits of Xero Invoice Sync
Creating invoices through the Xero integration helps businesses:
Reduce duplicate data entry
Improve invoice visibility across teams
Centralize accounting information
Track outstanding balances in real time
Maintain accurate payment statuses across workflows
This creates a more connected operational and financial workflow between Hoops and Xero.