Keep Xero for the books, invoice in WhizInvoice
Xero is a strong accounting system, and your accountant may well run your books in it. If the part that frustrates you is getting from a website enquiry to a sent invoice, this guide compares the two honestly and shows how to move your contacts across.
Why some service businesses invoice outside Xero
Xero does a great deal well: bank feeds, reconciliation, GST and BAS, payroll and a large marketplace of connected apps. For an accountant it is a complete workspace. For a cleaner, pest technician or plumber who mainly needs to quote and invoice, the plan you pick shapes how much invoicing you can do.
In Australia, Ignite, the entry plan, allows 20 invoices a month, and Xero counts both approving and sending against that limit. Repeating invoices are available, but they count towards the same 20. A busy month means moving to Grow. Invoicing in more than one currency starts on Comprehensive.
WhizInvoice begins a step before the invoice, with the enquiry your website just received, and carries it through the quote, the invoice and the reminders.
WhizInvoice and Xero, side by side
| Feature | WhizInvoice | Xero (Australia) |
|---|---|---|
| Free plan | Yes, free for good with no invoice cap | No free plan; a one month free offer when you subscribe |
| Entry plan, list price | Starter at US$7.99 a month, or US$59.88 a year | Ignite, A$37 a month including GST |
| Invoices on the entry plan | No cap on any plan | 20 a month on Ignite, counting both approved and sent invoices |
| First plan with no invoice cap | Free | Grow, A$78 a month |
| Repeating invoices | Included from Starter | Every plan, counted within Ignite’s 20 invoice limit |
| Invoicing in a second currency | No, invoices use the one currency set for your business | Comprehensive and above, from A$107 a month |
| Phone | Runs in the phone’s web browser, no download | Xero Accounting app for iOS and Android, free with every plan |
| Customer statements | Emailed automatically every month on Starter and up | Sent by you from Contacts, as Activity or Outstanding statements |
| Bank reconciliation, BAS and payroll | No, WhizInvoice handles invoicing, not accounting | Yes |
Xero facts checked October 2026 on xero.com/au (pricing plans page and Ignite plan page, which state prices in AUD including GST, and the Xero mobile app page) and on Xero Central help articles for repeating invoices and customer statements. List prices before introductory offers. Australian tax invoice details from the ATO’s tax invoices page on ato.gov.au, checked October 2026. Xero is a trademark of its owner, named only to identify the product. WhizInvoice has no affiliation with Xero’s maker.
What stays in Xero
If Xero holds your books, the right answer is usually to keep it. Keep Xero for your bookkeeping, bank feeds, BAS and payroll, and use WhizInvoice for enquiries, quotes, invoices, reminders and statements.
WhizInvoice does not connect to or sync with Xero, and we will never pretend otherwise. Talk to your accountant about how your sales will reach the books once you invoice in WhizInvoice. On Business, reports for your accountant show sales, tax collected and aged debts, and Starter and above can export by CSV.
Bring your Xero customers across in four steps
Export your customers from Xero
In the Contacts menu, choose the Customers group. Click the menu icon at the top right, then Export. Xero downloads a CSV file in the same layout as its contact import template. For prices, go to Sales, then Products and services, click Export and choose CSV.
Import into WhizInvoice
On Starter or above, upload the CSV and match Xero’s columns to name, email, phone, address, postcode and price.
Set Australia, or your country
Pick your country in Settings. For Australia, invoices carry the Tax invoice title, your ABN and GST at 10%, and you can adjust anything that differs for your business.
Plug in your websites
Add the small WordPress plugin to each site, so every new enquiry lands in your list ready to quote.
Tips for a clean start
Export customers only
Xero’s export works by contact group. Export Customers rather than All, so suppliers do not end up in your invoicing list.
Pick a start date
Choose a day from which new invoices come from WhizInvoice. Invoices sent from Xero before then are paid and reconciled in Xero as usual.
Tell your bookkeeper
They need to know that new sales start in WhizInvoice, and how they will receive the figures.
Match your branding
Add your logo and colours, then pick one of the 32 invoice designs, so customers recognise your invoices.
Good to know
Does WhizInvoice integrate with Xero?
No, WhizInvoice does not integrate or sync with Xero. Customers come across once by CSV, and your accountant gets your sales figures from WhizInvoice reports or CSV exports.
Should I cancel Xero?
Usually not, if your accountant uses it for your books, payroll or BAS. Keeping Xero for accounting and using WhizInvoice to quote and invoice is a sensible split.
Are WhizInvoice invoices valid tax invoices in Australia?
With Australia chosen in Settings, invoices show the Tax invoice title, your ABN and GST at 10%. You remain responsible for your own tax settings and records.
Can I import my Xero invoice history?
No, the import brings in customers and prices. Your invoice history stays in Xero.
Which WhizInvoice plan suits someone on Xero Ignite?
Starter covers quotes with online accept, recurring invoices, statements and CSV import for US$7.99 a month or US$59.88 a year. Business adds reports for your accountant.
Let Xero do the books, and WhizInvoice the invoicing
Export your Xero customers, import them on Starter and send your first quote today, with a 30 day money back guarantee.
Free plan forever. No card needed to start.