Socket

How to integrate Socket with Xero to manage your billing

Xero

How to set up and use Xero tracking categories. This allows you to categorise your invoices, providing more detailed reporting in Xero.

Setting up Xero Tracking Categories

After setting up your tracking categories, they be applied to your invoices, making your financial reporting in Xero more and efficient.

Using Xero Tracking Categories

Use Xero invoice templates directly in Socket to ensure professional, branded billing that’s consistent and efficient. Customise layout, branding themes, line item detail, invoice & due dates, and sales account…

Using Xero's Invoice Templates in Socket

Learn how to configure Xero billing settings in Socket, including invoice dates, payment terms, consolidation, and posting options, so your invoices flow smoothly into Xero.

Configuring your Xero billing settings

Amy Mall

Simon Evans

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