Integration

When an invoice is marked paid, ask for the review

Your accounts system already knows when the job went well

Most review tools ask you to remember. Remember to send the link. Remember which customer. Remember before they have forgotten you.

Xero already knows. The moment an invoice moves to paid, two things are true at once: the work is finished, and the customer was happy enough to pay for it. That is the best moment there is to ask, and it is sitting in your accounting system doing nothing.

Connect Xero to ScoreJack and that moment becomes the trigger. Your bookkeeper marks an invoice paid, as they already do. The customer gets a WhatsApp message asking for a Google review. Nobody added a step to their day.

What actually happens

You connect Xero once, from Settings, then API & Integrations. Xero asks you to approve the connection and shows you exactly what ScoreJack can see. Approve it and you are done.

From then on:

1. You mark an invoice paid in Xero — in the app, on your phone, or automatically through a bank feed rule. It makes no difference which.
2. Xero tells ScoreJack, within seconds.
3. ScoreJack looks up that customer's phone number from the contact on the invoice.
4. The WhatsApp sequence starts — first ask at two hours, a gentle nudge at two days, a final ask a week later, then silence permanently.

It stops the moment they reply, click the link, or ask to be left alone. Messages only go out between 9am and 8pm in your timezone, so a payment reconciled at midnight does not wake anyone up.

What ScoreJack can and cannot see

The connection is read-only, and narrow. ScoreJack asks Xero for two permissions: read invoices, and read contacts. That is the whole list.

It cannot create, edit, void, or delete anything in your Xero. It cannot see your bank accounts, your payroll, your reports, your chart of accounts, or your tax. It reads the invoice to learn that it was paid and who it was for, then reads that contact to find a phone number. Nothing else is touched.

You can disconnect from ScoreJack in one click, or revoke it from Connected Apps inside Xero, at any time.

Only sales invoices, only fully paid

This matters, because the failure mode is embarrassing:

Bills you owe are ignored. Xero holds your supplier bills in the same place as your sales invoices. ScoreJack only ever acts on invoices you issued to a customer. Paying your electricity bill will never ask your electricity company for a review.

Partially paid invoices do not fire. Xero keeps an invoice open until it is settled in full. ScoreJack waits for paid, not for a deposit.

A repeat customer does not get a second sequence while one is already running. A customer you invoice monthly is asked once, not every month.

Duplicate notifications are ignored. Xero re-sends events, and an invoice can legitimately change several times on its way to paid. One invoice means one review request.

What you need on the Xero side

One thing: a mobile number on the contact, in full international format. 6591234567, not 091234567.

ScoreJack prefers the mobile if the contact has several numbers, and falls back to a landline if that is all there is. If a contact has no usable number, that invoice is skipped and recorded as skipped — you can see it, and it does not count against your monthly allowance.

That is worth knowing before you connect, because it is the one thing that decides whether this works on day one. If your Xero contacts have email addresses but no phones, this integration will run and quietly do nothing. Five minutes adding mobile numbers to your regular customers is the difference.

Who this is for

Xero is the signal that a business has systems. Someone raises invoices, someone reconciles them, and there is a record of what was done and for whom. That is the business this integration was built for.

It suits a trade or service business that invoices after the work — plumbers, electricians, builders, cleaners, IT support, agencies, consultants, clinics. Anywhere the job finishes, an invoice goes out, and it gets paid a few days later.

It is a poor fit if you take payment at the counter and never raise an invoice. If that is you, the WooCommerce plugin, Zapier or a direct webhook will suit you better.

Setting it up

1. Start a ScoreJack trial and connect your WhatsApp number.
2. Go to Settings, then API & Integrations, and press Connect Xero.
3. Approve the connection and pick your organisation.
4. Mark one invoice as paid for a contact with a mobile number on file, and watch it come through.

That last step is worth doing deliberately with a customer you know. It takes two minutes and it is the difference between assuming it works and knowing it does.

Which plan you need

Xero is included in every plan, Starter ($49/month, 60 review requests) upwards — it is not a higher-tier feature. Plans differ only by how many review requests you send in a month, so pick the one that matches your invoice volume, not your feature list. Growth ($149) raises that to 300, Pro ($349) to 2,000.

A rough guide: one paid invoice to a contact with a mobile number is one review request. Count the invoices you settle in a typical month and pick the tier above it.

If you go over your monthly allowance, those customers are held rather than lost. They are queued, you are told, and you can release them by moving up a plan or waiting for the month to turn over. Nobody vanishes because you had a good month.

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