Integration
Xero
Accounting handoff for accepted quote work.
CostForge integrations
Connect estimating to invoicing with Xero.
CostForge integrates with Xero so accepted quote work can become invoice-ready accounting action. Create invoices from quote data, auto-send them to clients, or split invoices with a deposit percentage before the balance is issued through Xero.
Quote to invoice
Xero connection
Accepted quote
Kitchen refurbishment
Client approved / invoice ready
Labour and installation
$4,280
Materials and fixtures
$7,920
Project margin
$2,360
Create
Automatically
Turn CostForge quote data into Xero invoices on acceptance.
Send
Automatically
Auto-send invoices to the client through Xero when the rule is enabled.
Split
Deposits
Set a deposit percentage and invoice the balance separately.
Xero feature set
Automated invoice creation, sending, and deposits.
The integration is designed for the handoff after the quote is won: CostForge keeps the estimating structure, then Xero can create invoices, send them to clients, or split deposits and balance payments according to your settings.
A practical accounting handoff for teams that quote in CostForge and invoice in Xero.
Auto-create invoices
Create Xero invoices automatically from CostForge quote data once the work is accepted and ready for finance.
Auto-send to clients
Send invoices to clients through Xero automatically when your workflow is set to issue them without manual review.
Split invoices and deposits
Set a deposit percentage, such as 30%, then split the accepted quote into upfront and balance invoices.
Quote context carried forward
Keep client, job, line item, total, and tax context connected between estimating and invoicing.
Clean operational handoff
CostForge stays the estimating record while Xero handles the accounting action.
Invoice workflow
A simple route from accepted quote to automated invoice.
CostForge keeps the commercial source of truth visible, while Xero remains the place your team uses to issue invoices to clients.
Step 01
Build and accept the quote
Use CostForge to structure the job, calculate the quote, and record the accepted commercial detail.
Step 02
Choose the invoice rule
Create one invoice, auto-create it on acceptance, or split the quote into deposit and balance invoices using the deposit percentage you choose.
Step 03
Send through Xero
Review before sending, or enable auto-send so Xero issues the invoice to the client when the rule is triggered.
What moves into invoicing
The important details come across for review or automation.
Your quote remains structured in CostForge, and the invoice can be prepared for Xero with the detail and rules needed for a clean finance handoff.
Accepted quote source
Client and job context
Line items and totals
Tax and invoice-ready values
Review-before-send workflow
Auto-create invoice settings
Auto-send invoice settings
Split invoices with deposit percentages
Xero invoice sending
Connected workflow
Quote in CostForge. Invoice in Xero.
Keep estimating disciplined and let your finance process continue in Xero, from automated invoice creation to client sending and split deposit invoices.
Ready to connect quoting and invoicing?
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