The Xero integration with MessageXchange (FormXchange) removes the need for double handling invoices.

  1. A retailer sends a purchase order to you, which arrives to FormXchange
  2. You process the order as usual on FormXchange (eg. Turn around the order to an advanced shipping notice and/or invoice)
  3. When you issue the invoice on FormXchange, a the invoice will be sent to your Xero account.

Things to keep in mind

  1. Invoices will be sent to Xero as approved if:
    • You have matched your Xero contact with your FormXchange retailer (otherwise the invoice won't appear in Xero)
    • You have added your products to the FormXchange product catalogue that have (otherwise the invoice will appear as a draft in Xero without an item code):
      • Xero product code (in the item code field) and
      • The identifier that your retailer uses (eg. GTIN, buyer item code)
    • You have included an 'invoice effective date' on your invoice on FormXchange (otherwise the invoice will appear as a draft in Xero).

Click here to find out how to setup the integration.

What information is brought across?


BuyerToThis will display the customer details you have in Xero.
Invoice dateDate
Invoice due dateDue date
Invoice numberInvoice #
Purchase order numberReference
Item code (line level)Item code (line level)
Description (line level)Description (line level)
Inv qty (line level)Quantity (line level)
Unit cost (excl) (line level)Unit price (line level)

Disc % (line level)This will be blank

Account (line level)This will the the account you've setup in your product in Xero, or the one you selected in your FormXchange product (if you've selected to overwrite it)

Tax rate (line level)This will be the tax rate you've setup in your product in Xero

Region (line level)This will be blank

Amount AUDThis is calculated by Xero

SubtotalThis is calculated by Xero

Total GST 10%This is calculated by Xero

TotalThis is calculated by Xero