Okappy and Xero work well together.  You can create your invoices in Okappy and automatically raise your invoices in Xero.

To connect to Xero, you first need to authorise Okappy with Xero.  This allows the two programmes to talk to each other without you having to share your login details.

Follow these steps to ensure your Okappy account is authorised with Xero.

When you are logged into Okappy,

• go to the invoices screen,
• click Invoice options and then
• click Account settings.

Click the Xero checkbox

The Xero settings screen will be shown.

Click Connect to Xero

You will be forwarded to Xero. If you are not already logged in to Xero, you will need to log in. Otherwise Xero will ask you whether you want to authorise your Okappy account with Xero.

Click Allow access to allow Okappy to request product and service and payment statuses from Xero as well as be able to send contacts and invoice data to Xero .

Once access has been provided, Xero will pass you back to Okappy where you can make any further changes to your Xero set-up such as how invoices are created in Xero and what your default payment terms are.

For more information check out our support article – How to export your invoice to Xero accounts

For further information search in our support pages or forum