Estimates

Syncing an Estimate from Kickserv will create a Draft Invoice in Xero, not a Quote. This may change in the future.

Invoices

Once an Invoice has a synced payment, adding or editing charges (line items) must be done in Xero.

Contacts

Contacts created in Kickserv will export to Xero.

Changes made in Kickserv to synced contacts’ addresses or phone numbers will get overwritten by Xero data on the next sync. If you need to make changes to those fields, do so in Xero.

Items

Once an item is synced to Xero, any changes must be made in Xero.

Payments

Once a payment is synced to Xero, they can only be edited or removed in Xero.

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