CurrentChecked against the product 1 September 2026
Connect Xero and draft your first invoices
On this page
Connect Xero once and Lintelo turns signed, approved dockets into draft invoices in Xero for you to review and send. The two halves live in different places: you connect in Settings, and you invoice on the Invoicing tab.
WHICH PLAN
The Invoicing tab is on the Established plan and up. On Contractor you can quote and run jobs, but the invoice run isn’t included.
Connect it (once)
- Open Settings → Xero and hit Connect to Xero.
- Sign in to Xero and approve the connection. You’re sent back to Lintelo, connected.
- On the same screen, choose your invoice period — pay week, weekly or monthly.
Draft the invoices
- Open the Invoicing tab under Financials. It shows what’s ready to bill for the period.
- Wet hire bills per signed docket; dry hire bills off the meter readings you enter for the period — the two have their own views.
- Check the list, then hit the button at the bottom, which names exactly what it will do — e.g. “Put 7 drafts in Xero — $12,480 + GST”.
- Review and send them from Xero as you normally would.
Tip
Everything is created as a draft — a person always reviews it in Xero before a client sees it. Once a docket is invoiced, Lintelo marks it so it can’t be billed twice, and anything you bill outside Lintelo can be marked off by hand so it stops showing as owing.
RATES FIRST
Set a charge-out rate on the machine or the job before you invoice — dockets with no rate are held back and reported, never billed at zero. See Set your charge-out rates and labour on-costs.