View linked invoices in the board view
Once a task is linked, the Xero invoice can be surfaced through a custom field in the native task view so the team can see invoice context in ClickUp boards.
Link your boards
Connect the ClickUp boards you actually work in so invoice workflows stay attached to the right tasks.
Manage invoices visually
Create, edit, and review Xero invoices from inside ClickUp instead of juggling hidden automation logic.
Secure OAuth setup
Connect ClickUp and Xero with OAuth and skip API tokens, brittle scenarios, and per-automation tooling.
Integrate ClickUp with Xero for invoice workflows
BoostSync for Xero gives ClickUp teams a cleaner way to manage invoice work: tasks stay tied to live Xero records, finance keeps the accounting source of truth, and operations can act without bouncing between tools.
See how customers are using BoostSync for Xero
Link or create invoices to ClickUp tasks
Keep task ownership and invoice status in one board view so your team can review what is linked, what has been sent, and what still needs attention from inside ClickUp.
Create Xero invoices inside ClickUp
Open the invoice form directly from your ClickUp workflow, choose the right customer and task, and create the Xero invoice without leaving the board.
Connect ClickUp and Xero securely
The setup flow stays simple: securely link both accounts, choose the ClickUp project or folder you want to manage, and avoid the API token and automation-builder setup that tools like Zapier and Make usually require.
Flat-fee plans
Pricing
BoostSync for Xero for ClickUp is sold on flat-fee plans instead of charging per automation, task, or run. The main difference today is how many ClickUp boards you can link to your Xero account.
Default plan
Basic
Most teams start here
Up to 3 boards
Flat-fee pricing for teams linking a smaller set of ClickUp boards to Xero.
- Link up to 3 ClickUp boards to your Xero account
- Create, edit, and view Xero invoices inside ClickUp
- Show linked invoices on tasks through the custom field
- Connect ClickUp and Xero with secure OAuth
For broader rollouts
Pro
Unlimited boards
Flat-fee pricing for teams that want to manage invoice workflows across as many ClickUp boards as they need.
- Everything in Basic
- Link unlimited ClickUp boards to Xero
- Keep invoice workflows available across more teams and boards
- Use the same visual invoice management flow everywhere
If you start on Basic and need to link more than 3 ClickUp boards, Pro removes that cap without pushing you into usage-based automation pricing.
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