Documentation
Client Invoices lets you share invoices straight from your Xero organisation with the clients they belong to. You sign in with Xero, pick the invoices to share, and your client opens them with a secure email link — no account or password to set up.
Overview
There are two sides to Client Invoices:
- Providers — businesses that invoice through Xero. You sign in with your Xero account and choose which invoices to share with each client.
- Clients — the people you invoice. They receive an email invitation and view their invoices through a passwordless link. A client can be given access by more than one provider and sees everything in one place.
We only ever request read-only access to your Xero contacts and invoices, and you can revoke any share — or disconnect Xero entirely — at any time.
Sign in with Xero
From the login page, choose . You'll be taken to Xero to approve access, then returned straight to your Clients page. There's no separate password to create — Xero is your login.
The first time you connect, Xero asks you to authorise these read-only permissions:
- Your name and email address (to identify your account)
- Read access to your contacts
- Read access to your invoices
We can't change anything in Xero
Client Invoices never requests permission to create, edit, or delete anything in your Xero organisation. Access is read-only.
Choosing an organisation
If your Xero login has access to more than one organisation, you'll see an organisation switcher at the top of the Clients page. Pick the organisation you want to work in — the client and invoice lists always reflect the organisation that's currently selected.
To add another organisation later, use Sign in with Xero again and approve it; it'll appear in the switcher.
Your clients
The Clients page lists the contacts from your selected Xero organisation. Use the search box above the list to find a client by name, email, or contact number — the search runs against Xero directly, so it works no matter how many contacts you have.
Select a client to see their invoices. Each row shows the invoice number, date, amount, and status, and links straight through to the invoice in Xero.
Sharing invoices
On a client's page, choose at the top right. Enter the email address you want to share with and send the invitation. We email that address a secure link to view the invoices.
Sharing a client gives the recipient their finalised sales invoices:
- Only sales invoices (money owed to you) are shared — never bills you owe suppliers.
- Only invoices that are Authorised, Submitted, or Paid — drafts are excluded until they're finalised.
Invoices are snapshotted
When you share, we save a snapshot of each invoice so your client can always open it, even if Xero is briefly unavailable. If an invoice changes in Xero (for example it's paid or voided), the snapshot updates automatically.
Managing access
Below the invoices on each client's page is a Shared with list of everyone you've invited for that client, with their status. To remove someone, choose next to their email and confirm.
Revoking takes effect immediately: the person loses access to those invoices on their next page load, any unused invitation link stops working, and the share no longer appears in their portal.
The invitation (for your clients)
When a provider shares invoices with you, you'll get an email from Client Invoices with a button to view them. The invitation link by itself doesn't sign you in or reveal anything — when you click it, we send a fresh sign-in link to that same email address to confirm it's really you.
Signing in
You don't need a password. To sign in (or to come back later), go to the client sign-in page, enter your email, and we'll email you a one-time link. Click it and you're in.
Links are single-use and short-lived
Each sign-in link works once and expires after 15 minutes. If a link has expired or already been used, just request another one.
Viewing invoices
After signing in you'll see every provider who has shared with you. Open a provider to see the invoices you've been granted, and open an invoice to view its details. If access to something is revoked, it simply stops appearing.
Security & privacy
- Read-only Xero access. We can only read your contacts and invoices, never modify your organisation. Disconnect at any time from Xero or by removing your account.
- Encrypted credentials. Your Xero tokens are encrypted at rest and never exposed.
- Passwordless clients. Clients sign in with single-use links that expire after 15 minutes — there are no client passwords to leak.
- You only ever see what's granted. Clients can only open invoices that have been explicitly shared with them; nothing else is reachable.
- Instant revocation. Revoking a share — or deleting your account — removes access right away.
Troubleshooting & FAQ
A client's invoices aren't showing
Only finalised sales invoices are shareable. If a client has only draft invoices, or only bills (purchases), there's nothing to share yet. Make sure the invoice is Authorised, Submitted, or Paid in Xero.
It says my Xero connection needs re-authorising
Xero connections can expire if they're left unused for a long time, or if access is revoked in Xero. Choose Reconnect Xero on the prompt (or use Sign in with Xero again) to restore the connection — your existing shares are unaffected.
Can a client get invoices from more than one business?
Yes. A client signs in with their email and sees every provider who has shared with them, each listed separately.
What if I shared with the wrong email?
Revoke that invitation from the client's Shared with list, then share again with the correct address. The old link stops working immediately.