Overview
Xero and Moon Invoice have different setup forms and document capabilities. Connect the intended company, then review the provider-specific accounting action on each order.
Connect Xero
- Open the relevant account's Accounting section on Home.
- Choose Xero and complete authorization for the intended business.
- Return to Home and verify the connection.
- Review customer or vendor, item, tax, and other mappings required by the document workflow.
Connect Moon Invoice
- Open the Moon Invoice connection dialog.
- Enter the account email and secret key requested by the form.
- Load the available companies and select the correct Company.
- Choose Connect and check the connected company name.
Send a supported document
Open the order's accounting action, choose the provider offered, and review its requested fields and totals. Resolve missing mappings before sending. Use the resulting document reference or provider link to review what was created.
If a company is missing
Check the authorization or credential account and access to that company. For Moon Invoice, load the companies again after correcting credentials. Do not select a similarly named company merely to finish the connection.
If the document fails
Read the provider result and review currency, tax, supplier/customer mapping, item identity, and document status. Confirm whether the provider already received the document before repeating the operation. An accounting document does not establish physical receipt or payment success.