![Vault_Logo_White_Primary-1-1.png]](https://support.asbuiltvault.com/hs-fs/hubfs/Vault_Logo_White_Primary-1-1.png?height=40&name=Vault_Logo_White_Primary-1-1.png){kind=logo}
What Does This Integration Do?
Traditionally, claimers had to:
-
Create a payment claim in PayLab
-
Then separately create and attach a matching invoice in Xero
With the PayLab + Xero integration, this process becomes seamless.
Once your claim or payment schedule is approved, PayLab can automatically create a matching Xero invoice for you, complete with all the correct details.
Who Can Use It?
- Currently only for PayLab New Zealand customers
- Claimers
- Integration applies to all main contracts where you're the claimer (once connected, you don't need to set it up again for each project)
How It Works
- Set up your Xero Integration once at the account level in PayLab
- Choose your deault invoice settings:
- Invoice Status (e.g. Draft or Approval)
- Revenue Acccount for
- Base Contract, variations, and materials
- Retention and retention release
- Xero tracking category (If you use one)
- Decide when invoices are created:
- After a final approval of the claim
- After the Payment schedule is issued
- Or manually, at any time, using the "Generate Invoice" button
Tip! You can also choose whether PayLab:
-
Automatically generates invoices once conditions are met, or
-
Waits for you to trigger the process manually
What information is Shared
| From PayLab | To Xero Invoice |
|---|---|
| Payer name, email, and address | Contact name, email, and address |
| Claim due date | Invoice issue date |
| Payment due date | Invoice due date |
| Claim reference | Invoice reference |
| Contract GST rate | Tax rate on invoice |
| Contract number and name | Custom text / payer reference |
| Line item description | Line item description |
| Claim or schedule values | Line item price |
Note: PayLab will always use the payment claim value, unless a payment schedule has been issued — in which case, the schedule value is used.