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Porosi × Xero

The order changes. Your Xero invoice can change with it.

Review the wholesale order in Porosi, create the invoice in Xero, send it, and keep eligible corrections attached to the same linked record.

See Xero in a Porosi demo Follow the invoice lifecycle
  • Xero organisationConnected
  • Invoice stateDraft or approved
  • Finance continuityUpdates visible
Porosi Xero management workspace showing connection status, invoice controls, invoice emails, tax readiness and recent Xero activity

One linked finance record from reviewed order to payment status.

  1. Order
  2. Review
  3. Invoice
  4. Email
  5. Paid
01 Before the invoice

Xero should receive the order your team approved—not the message your customer happened to send.

Porosi gives the order desk the commercial checkpoint before accounting: the right customer, final products, quantities, prices, tax, notes and delivery context in one record.

  1. 01
    The account is known.

    The approved trade customer and invoice email stay attached to the order.

  2. 02
    The final lines are clear.

    Substitutions, changed quantities, prices and delivery fees reflect what the team will fulfil.

  3. 03
    The finance state is deliberate.

    Create the Xero invoice as Draft for review or Approved for the next step.

  4. 04
    The result comes back.

    Invoice reference, sync activity, email state and Xero updates remain visible in Porosi.

The ownership linePorosi owns the wholesale order. Xero owns the accounting record. The link keeps both understandable.

02 One invoice lifecycle

From reviewed order to the books—without losing the operational context.

The Xero connection is not a one-way export button. Porosi keeps the team oriented before creation, during delivery, and when finance status changes later.

Walk through your order-to-invoice flow
01
Porosi

Review the commercial record.

Confirm the customer, final lines, pricing, tax, notes and delivery before the finance action.

Ready
02
Mapping

Resolve the Xero identity.

Use the linked customer, item, account and tax context required for the invoice.

Matched
03
Xero

Create the invoice in the right state.

Send it to Xero as Draft for review or Approved for the configured email and accounting path.

Linked
04
Continuity

Follow what happens next.

Keep email delivery, Xero status changes, payments, credit notes and exceptions visible to the team.

Listening
03 The Xero control room

See the connection, invoice setup and recent activity without leaving Porosi.

The Xero workspace brings the operational controls together: organisation connection, invoice readiness, creation status, email delivery, tax setup, branding, COGS journals and recent finance activity.

Explore the invoice controls
Porosi Xero management screen with organisation connection, invoice creation, automatic email, tax, branding and activity controls
Real Porosi product interface

Shown at its natural aspect ratio so the controls remain clear and undistorted.

  1. 01Connection health

    Connect the organisation, refresh the saved state and run a live Xero check.

  2. 02Invoice readiness

    See whether account, tax and invoice settings are ready before an order is sent.

  3. 03Finance preferences

    Set invoice status, email delivery, Xero branding and COGS behaviour.

  4. 04Action queue

    Bring issues to the top and keep invoice, email, credit-note and Xero update activity beneath them.

04 Set the finance behaviour

Decide what Xero receives—and what happens immediately after.

These are working preferences in the Porosi Xero workspace, not a generic connector checklist. Choose a control to see the operational decision it governs.

Invoice creation

Keep a review gate—or create the approved invoice.

Draft leaves the accounting record in Xero for finance review. Approved moves it into the authorised path and can unlock automatic invoice delivery.

  • One tenant-level preference
  • Visible before the first invoice
  • Protected by readiness checks
05 Correct after invoicing

Invoiced is a checkpoint. Not a dead end.

An invoice should not force your team to duplicate the order or rebuild the accounting record when a legitimate wholesale correction arrives.

Invoiced alone does not lock an eligible Porosi order. Fix the item, quantity, price or delivery fee, save the change, then update the existing linked Xero invoice from the same order.

  • The same order
  • The same Xero invoice
  • One visible correction path

Interactive correctionEligible invoiced order

Linked recordINV-09341

Porosi orderInvoiced · editable
OrderPO-24818Correction saved
ProductFresh cream 2L
Quantity108
Corrected total£486.20£472.60
Saved change ready for Xero

Ready to update the existing linked invoice.

Xero invoiceAwaiting update
InvoiceINV-09341Same linked invoice
ProductFresh cream 2L
Quantity10
Invoice total£486.20
Original invoice remains linked
  1. 01Edit the existing orderProducts, quantities, price or delivery
  2. 02Save the correctionPorosi marks the Xero update as ready
  3. 03Update the same invoiceThe linked Xero record receives the change

Protection stays deliberatePaid, part-paid, voided, deleted or cancelled records do not expose the update action.

Editable when the correction is safe. Protected when the finance state is final.

06 After invoice creation

The connection keeps working after the first invoice ID appears.

Creation is only one moment. The real operational value is keeping finance activity understandable when contacts, emails, credit notes, payments or connection health need attention.

  1. 01
    Accounts

    Customer and contact continuity

    Resolve the customer record and required invoice email before the invoice is sent.

    Matched
  2. 02
    Invoice

    Products, lines and tax context

    Carry the reviewed line detail into the Xero action with mappings and readiness checks surfaced to the team.

    Prepared
  3. 03
    Delivery

    Invoice email activity

    Send through Porosi with the Xero PDF or use the Xero email route, then retain the delivery activity.

    Visible
  4. 04
    Adjustments

    Credit-note workflows

    Keep post-invoice credits and their Xero sync state attached to the order history.

    Traceable
  5. 05
    Finance status

    Payments, updates and exceptions

    Listen for Xero invoice changes and keep recent updates or blocking issues in the Porosi action queue.

    Listening
07 Connect with control

Prove the whole finance path with real wholesale orders.

Bring a normal invoice, a changed order and a finance exception. Porosi uses them to configure the connection and test the moments that matter before the wider rollout.

Plan your Xero walkthrough
  1. 01
    Map the accounting setup

    Organisation, sales accounts, tax rates, invoice state, branding and email ownership.

  2. 02
    Connect the Xero organisation

    Authorise the link, check the saved connection and confirm the live organisation.

  3. 03
    Run representative orders

    Test a normal invoice, an email, a credit, a payment update and one eligible correction.

  4. 04
    Launch with an action owner

    Give the right person visibility of readiness checks, recent activity and exceptions.

08 Xero questions

What finance and operations teams ask first.

Bring the invoice process you use today. We will map the Xero connection against the customer, tax, email and approval decisions behind it.

Talk to Porosi[email protected]+44 07927 994619
Does Porosi connect directly with Xero?

Yes. Porosi connects a supplier’s Xero organisation to the order workflow. The connected workspace covers invoice creation and supported updates, invoice-email delivery, credit-note activity, payment-status continuity, account and product mapping, connection health and recent sync visibility.

Can invoices be created as Draft or Approved?

Yes. The Xero workspace lets the supplier choose whether new order invoices are created as Draft or Approved. Approved invoices can use the automatic email route; Draft invoices stay in Xero for finance review.

Who sends the invoice email?

The supplier can choose Porosi email with the Xero-rendered PDF attached or Xero’s own email delivery. Automatic sending requires an approved invoice and a valid invoice email on the customer account.

Can we change an order after it has been invoiced?

Eligible invoiced orders remain editable. Save the correction in Porosi, then use Update Xero Invoice to apply it to the same linked invoice. Paid, part-paid, voided, deleted and cancelled states remain protected and do not expose the update action.

Does Porosi handle Xero credit notes and payment updates?

Porosi includes connected credit-note workflows and listens for supported Xero invoice updates so payment and finance status can remain visible beside the operational order record.

Does Porosi replace Xero?

No. Porosi is the wholesale ordering and operational layer. Xero remains the accounting system; Porosi gives it a clearer reviewed order and keeps the linked finance action visible to the supplier team.

What needs to be configured before launch?

The rollout confirms the Xero organisation, sales-account and tax mappings, customer and item identity, invoice state, email sender, branding theme, COGS preference and exception ownership. Representative orders are tested before a wider launch.

  1. 01Order
  2. 02Review
  3. 03Invoice
  4. 04Email
  5. 05Reconcile
One real order. One real Xero invoice.

Show us the finance workflow your team runs every day.

We will trace the order, invoice, email, correction and payment path—then show you the connected Porosi experience.

Book your Xero walkthrough Or call +44 07927 994619 [email protected]