Help & FAQ

📋 How It Works

The Sniip Xero integration connects your Xero accounting software with Sniip's bill payment platform. Once connected, your Xero invoices are automatically synced to Sniip where they can be paid. When a bill is paid through Sniip, the payment is recorded back into Xero automatically.

1 Invoice created in Xero — You create or receive an invoice (bill) in your Xero account and mark it as Authorised.
2 Automatic sync to Sniip — Xero sends a webhook notification. Sniip fetches the invoice details, supplier info, bank details, and PDF attachment.
3 Bill appears in Sniip — A bill is created in your Sniip account with all the invoice details and the PDF ready for review.
4 Pay via Sniip — You pay the bill through the Sniip app using your preferred payment method.
5 Payment synced to Xero — The payment is automatically recorded in Xero against the original invoice using your configured bank account. A note is added to the invoice for reference.
📥 Invoice Syncing (Xero to Sniip)

When an invoice is created or updated in Xero, a webhook is sent to Sniip. Here's what happens:

Xero Invoice Status Sniip Action
Draft Ignored — not synced until authorised
Authorised Synced to Sniip as a payable bill
Submitted Synced to Sniip as a payable bill
Paid Marked as paid in Sniip (if paid externally)
Voided Ignored — not synced
Tip: If you attach a PDF document to your Xero invoice, that exact document will be used. Otherwise, Sniip will use the Xero-generated invoice PDF.
💳 Payment Syncing (Sniip to Xero)

When you pay a bill through Sniip, the payment is automatically recorded in your Xero account:

Surcharges: If a payment processing fee (surcharge) is charged, it is recorded as a separate expense bill in Xero. This bill is created against your configured Surcharge Expense Account and is automatically marked as paid. The supplier on the expense bill is the Sniip Supplier Contact.
⚙️ Settings Explained

These settings control how payments and fees are recorded in your Xero account. You can configure them from the Settings page.

💳
Payment Account (Bank Account)
The bank account in Xero where Sniip payments are recorded. When a bill is paid through Sniip, the payment will appear as coming from this account. Choose the bank account that best represents where Sniip payment funds are drawn from.
📊
Surcharge Expense Account
The expense account used to record Sniip payment processing fees (surcharges). When you pay a bill with a surcharge, a small expense bill is created in Xero charged to this account. Common choices include "Bank Fees" or "Payment Processing Fees". This setting is optional — if not configured, surcharges won't be recorded in Xero.
👤
Sniip Supplier Contact
A contact record in Xero representing Sniip as a supplier. This contact is used as the supplier on surcharge expense bills. Click "Create Contact" on the settings page to automatically create a "Sniip PTY Ltd" contact in your Xero organization.
🔗 Connection Types
📱
In-App (Direct)
You connect your own Xero organization directly to Sniip. Invoices from your Xero account appear as bills in your Sniip account. Ideal for small businesses managing their own accounting.
👥
Agent Billing (On Behalf Of)
An accountant or bookkeeper connects Xero on behalf of their client. The agent manages the Xero connection, but invoices appear as bills in the client's Sniip account. Ideal for accounting firms managing multiple clients.
Frequently Asked Questions
Why aren't my invoices syncing?
Only Authorised invoices (bills to pay) are synced. Make sure your invoice is approved and not still in Draft status. Also check that your Xero connection is still active on the Settings page.
I'm getting a 403 Forbidden error. What's wrong?
This usually means your Xero access token has expired. Xero tokens expire after 60 days of inactivity. You'll need to disconnect and reconnect your Xero organization to re-authorise. Go to Settings, disconnect the organization, then connect again from the Home page.
Can I connect multiple Xero organizations?
Yes. You can connect multiple Xero organizations to your Sniip account. Each organization has its own payment account, expense account, and contact settings. Use the "Connect Another Xero Organization" button on the Settings page.
What happens if I update an invoice in Xero after it's synced?
Sniip will detect the change via webhook and update the corresponding bill. If the invoice amount, due date, or PDF attachment changed, the bill in Sniip will be updated to reflect the new details.
Do I need to configure the surcharge settings?
The surcharge settings are optional. If you don't configure them, payments will still sync to Xero — the surcharge (processing fee) just won't be recorded as a separate expense. If you want full visibility of payment fees in your accounts, configure both the Surcharge Expense Account and the Sniip Supplier Contact.
What happens when I disconnect a Xero organization?
Disconnecting stops all future syncing between that Xero organization and Sniip. Existing bills in Sniip are not deleted, but new invoices won't sync and payments won't be recorded back to Xero. You can reconnect at any time.
Is my data secure?
Yes. Sniip uses OAuth 2.0 to connect to Xero, meaning we never see or store your Xero password. Access tokens are encrypted at rest and are only used to sync invoice and payment data. You can revoke access at any time by disconnecting from the Settings page or from within Xero's Connected Apps settings.
Go to Settings