Description
Give your wholesale customers a simple online portal to check invoices, credit notes, quotes, and balances – synced live from Xero.
Keyideas Connect for Xero Plugin Overview
Keyideas Connect for Xero gives your wholesale customers their own private portal to keep track of what they owe and what’s been ordered – without ever emailing you to ask.
Instead of chasing down invoices or waiting on a reply, your customers can log in and see everything for themselves, updated live from your Xero account.
Customer Account & Invoice Portal
Connect your WooCommerce website with Xero to create a secure customer account portal. Customers can view invoices, quotes, credit notes, and overpayments in one place while accessing payment information and account details anytime. Deliver a faster, more transparent billing experience without requiring manual support.
Give Customers Instant Access to Their Financial Documents
Automatically match WooCommerce customers with their Xero contacts using their email address. Display invoices, quotes, credit notes, and available overpayments through a secure, easy-to-use portal. Customers can search, filter, and download documents whenever they need them.
Simplify Invoice Payments & Customer Communication
Help customers manage outstanding balances with built-in payment instructions, invoice downloads, and credit allocation. Provide bank transfer details, phone payment information, and a dedicated contact form so customers can quickly resolve billing questions from one location.
Customize Your Xero Customer Portal
Personalize your portal with your business colors, payment details, contact information, and support messages. Create a branded customer experience while keeping account information organized, accessible, and synchronized directly with your Xero organization.
Free Version Features
✔ Secure OAuth connection with Xero
✔ Customer invoice portal
✔ View invoices, quotes & credit notes
✔ Overpayment management
✔ Invoice PDF downloads
✔ Payment instructions
✔ Contact form for billing questions
✔ Portal branding options
Xero External Service
This plugin uses the Xero API to retrieve and display customer invoices, credit notes, overpayments, and quotes. The connection to Xero is required for the plugin’s core functionality and remains active while the plugin is enabled.
Xero’s terms of service: https://www.xero.com/legal/terms/
Xero’s privacy policy: https://www.xero.com/legal/privacy/
Screenshots
Installation
Minimum Requirements:
- PHP 8.0 or higher
- MySQL 5.6 or higher
- WordPress 6.0 or higher
Plugin Installation:
- Log in to your WordPress admin panel
- Navigate to Plugins Add New
- Search for ‘Keyideas Connect for Xero’
- Click Install Now, then Activate
- The plugin will appear in your WordPress left side menu
Plugin Link: Keyideas Connect for Xero
Post-Installation Setup:
After installation, create a page for your portal and select ‘Xero Sync Portal’ page attribute template, or add ‘[kcfx_xero_sync_portal]’ shortcode to the page.
Accessing the Plugin Dashboard:
After activation, click on ‘Xero Sync’ in your WordPress left side menu. From there, you can access the settings for the Xero connection, Portal Configuration, and Theme Customization.
FAQ
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How does the plugin connect to Xero?
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The plugin connects securely using Xero OAuth 2.0 authentication. After entering your Client ID, Client Secret, and Redirect URI, you can authorize your Xero organization directly from the WordPress admin.
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How are customers matched to their Xero accounts?
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Customers are matched using their email address. The email address in the customer’s WordPress account must exactly match the email stored for their contact in Xero.
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What documents can customers view?
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Customers can securely access invoices, credit notes, overpayments, and quotes that belong to their Xero contact.
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Can customers download invoices?
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Yes. Customers can download invoice PDFs directly from Xero. Credit note PDFs are also available, while overpayments do not include PDF downloads.
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Can customers pay invoices through the portal?
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Yes. Customers can access online payment links for eligible invoices and view bank transfer and phone payment instructions configured by the administrator.
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Can customers apply available credit to invoices?
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Yes. Customers can allocate available credit notes and overpayments to eligible open invoices directly from the portal.
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Can customers contact our team from the portal?
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Yes. The built-in “Ask a Question” form allows customers to send billing enquiries directly to the configured contact email.
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Can I customize the appearance of the portal?
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Yes. You can customize the primary color, secondary color, portal background color, payment details, disclaimer text, and contact information.
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Does the plugin work with WooCommerce customer accounts?
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Yes. The portal is designed for logged-in users and integrates with WooCommerce customer accounts for secure document access.
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Is coding required to set up the plugin?
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No. Configuration is completed through the WordPress admin settings. You’ll only need your Xero developer credentials to establish the connection.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“Keyideas Connect for Xero” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Keyideas Connect for Xero” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.0
- Initial release.