MyDocSafe for Xero

MyDocSafe for Xero lets you automatically create client portals whenever you create a client in Xero. Creating a client in Xero means adding an invoice to a contact. When that is done, MyDocSafe will automatically create a portal in your chosen portal group and invite your client to it.

If you are using MyDocSafe Proposals and choose Xero as an invoicing method, we will automatically create one-off or repeating invoices in Xero.