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Invoicing & Payment Processing

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Built for small business owners, bookkeepers, and accountants already using Xero who need to present invoices clearly to clients while keeping the underlying accounting records fully intact. InvoicePolish connects to a users Xero organisation and turns detailed, line-item-heavy invoices into clean, professional PDFs for clients.

Line items can be grouped manually via drag-and-drop or automatically using keyword rules, cutting out repetitive editing on every invoice. Fresh, professionally designed templates are also available and fully customisable and populated with data from your xero invoice — logo, brand colours, fonts, and background imagery — so exported PDFs match your business branding rather than a generic accounting export.

The app connects read-only to one or more Xero organisations, syncing live invoice and quote data without altering the originals in Xero. Finished PDFs can be downloaded directly or attached back to the source invoice.

InvoicePolish can be found in Invoicing & Payment Processing categories.

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InvoicePolish Main Features

• Download PDF
  You can download the finished invoice as a PDF file to send to your clients.
• Sync with Xero
  Any changes you make in Xero will sync in realtime to your invoices in Invoicepolish
• Choose workflow
  You can decide to control the process manually or let the system do it automatically.
• Automatic grouping
  Use keywords like #LABOUR or #MATERIALS to automatically group line items without manual work.
• Group and hide invoice lines
  You can easily group and hide items on your invoices to make them look clean and professional.
• Professionally designed templates
  Select from many invoice templates that match your style & go on to customize with editing tools.
• Connect multiple Xero organizations
  Easily connect and switch between different Xero accounts in one place.
• Use powerful keywords on your Xero invoice
  Save your invoice in Xero with #GENERATE as a line item, and Invoicepolish detects and automatically attaches designed template without you needing to leave Xero
• Save and attach invoice back to your Xero invoice
  You can directly attach the polished PDF invoice back to your Xero account for safe keeping.
• Merge and group Xero invoice line items into single lines on your invoice
  Drag and drop invoice line items to organize them, add descriptions, and hide details as needed.

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