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Overview
The PM Hub – Xero integration enables seamless synchronisation between billing operations in PM Hub and the Xero sales ledger.
PM Hub acts as the source of truth for billing, while Xero functions as the accounting ledger.
Key Capabilities
- Invoice sync from PM Hub to Xero
- Automatic client creation during invoice sync
- Credit note and invoice reversal sync
- Flexible payment sync direction
- Background sync with configurable intervals
Data Flow Summary
| Data Type | Source | Destination |
| Invoices | PM Hub | Xero |
| Credit Notes | PM Hub | Xero |
| Invoice Reversals | PM Hub | Xero |
| Clients | PM Hub | Xero (via invoice sync) |
| Payments | Depends on configuration | Depends on sync direction |
Important Concept
All billing actions must be performed in PM Hub.
This includes:
- Invoice creation
- Credit notes
- Invoice reversals