Xero: money questions, invoices and quotes

How do I use Xero with Green Weka to check money, invoices, or quotes, or create new ones?

What it does

Connect Xero to Green Weka and you can ask your assistant about your business finances, hands-free. You can check who owes you money, see which invoices are overdue, view recent payments, or ask for your profit and loss. You can also create draft invoices and quotes, all by voice or chat, on your phone or desktop.

You can look up customer balances, search Xero contacts, and check your bank account summary. Everything you ask is live from Xero, so your answers are always up to date.

When you create an invoice or quote, it's saved as a draft in Xero for you to review and send. If you mention a customer who isn't in Xero yet, Green Weka will add them for you. For quotes, the expiry date defaults to 30 days from today unless you say otherwise.

You can use saved Xero items (products or services) by name when creating invoices or quotes. Green Weka will match what you say to your Xero items and use their details. You can also add free-text lines for custom work.

How to set it up and use it

1. Connect Xero:

• Go to your dashboard and find the Active Connections card.
• Tap + Add, choose Xero, and follow the steps to sign in.
• Once connected, you’re ready to go.

2. Ask your assistant:

• Try questions like “Who hasn’t paid me?”, “Show me overdue invoices”, “What’s my profit this month?”, or “Create an invoice for John Smith for $500 plus GST”.
• You can also say “Make a quote for Sarah for new tap install, $300 including GST”.
• For more detail, ask about a specific invoice, payment, or customer.

3. Review and send:

• Any invoice or quote you create is a draft in Xero. Open Xero to review and send it to your customer.

4. Other handy things:

• Ask for payments received in the last week, a summary of who owes you, or your bank balance.
• You can search for Xero contacts by name, email, or phone.
• All money answers come straight from Xero, not from memory.

Tips

• When creating invoices or quotes, mention if prices include or exclude GST.
• If you use saved Xero items, just say the item name and Green Weka will match it.
• For regular customers, just use their name; Green Weka will find them in Xero.
• Try the morning briefing for a quick overview of payments, overdue invoices, and profit.
• You can use this on both mobile and desktop, by voice or chat.

Limitations

• Invoices and quotes are always drafts; you must review and send them from Xero.
• Quotes cannot be emailed automatically from Green Weka.
• Answers are only as current as your Xero data.
• If you have more than one Xero organisation, you may need to pick which one to use.