How to Send Xero Invoices from a Custom Domain Using SMTP (Alternative to Xero Email)

Introduction:

Are you tired of sending invoices through Xero’s default email address? What if you could send Xero invoices directly from your custom domain or SMTP server? Whether you want to improve your branding or simply want more control over your email communications, it’s easier than you think. In this guide, we’ll show you how to set up Xero to send invoices from your own domain, ensuring a more professional touch and greater deliverability.

Why Send Xero Invoices from Your Custom Domain?

• Branding Control: Sending invoices from your domain (e.g., yourname@yourdomain.com) strengthens your brand identity.
• Increased Deliverability: Emails sent from your domain are less likely to end up in the spam folder.
• Professionalism: Clients will recognize your domain, making your communications feel more legitimate and trustworthy.

Step 1: Connect Your Xero Account with Our Software

To get started, simply connect your Xero account with our software. Here’s how:

1. Log in to our software using your credentials.
2. Navigate to settings and click on the Xero integration option.
3. Connect your Xero account by clicking a simple button—no technical expertise required!

Step 2: Set Up SMTP for Your Custom Domain

Now, let’s set up your SMTP settings to send invoices from your custom domain:

1. Enter SMTP Details: Provide your custom SMTP credentials (including username, password, port, and encryption type).
2. Add Company Info: Make sure all your company details are correctly entered.
3. Save Settings: Once you enter all the information, click Save.

This will route all your Xero email communications through your domain.

Step 3: Import and Sync Clients from Xero

To ensure your client data is properly synced between Xero and our software:

1. Go to the Clients section in our software.
2. Click “Import from Xero” to pull all client information directly from Xero.
3. Sync Clients: You can sync individual clients or select the option to sync all clients at once.

Step 4: Send Invoices from Your Custom Domain

Once everything is set up, it’s time to start sending invoices:

1. Create an Invoice in Xero.
2. Check Your Email Settings: Make sure the invoice is being sent from your custom domain and not Xero’s generic email.
3. Click Send: The invoice will be sent from your domain via SMTP, ensuring better branding and deliverability.

Step 5: Webhooks for Automatic Syncing

We’ve also activated webhooks so that any new or updated contact in Xero will automatically sync with our software. No more manual updates or managing multiple systems. You’ll always stay in sync with Xero and never miss an important client change.

Conclusion:

Sending Xero invoices from your own domain using SMTP is a simple yet powerful way to improve your branding, email deliverability, and client trust. By following these easy steps, you can customize how you send invoices and ensure that your business communications look more professional.

Ready to get started? Contact US to get started.