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xero · signatures · proof-of-delivery

Xero Signature Capture: How to Add It in 2026

May 5, 2026

If you run a small business on Xero and you’ve ever needed a customer signature on an invoice or a quote, you’ve probably noticed there’s no native way to do it. Xero is excellent accounting software. It leaves signature capture to its app ecosystem.

That’s a real gap, especially in Xero’s strongest markets. Tradies in Sydney signing off a job. Builders in Auckland delivering materials. Plumbers in Manchester finishing a callout. All of them want a signature on the paperwork as proof of delivery. Xero leaves that to you.

This post covers what you can do about it. The three options that work, what each costs, and how the Billet flow looks for a typical Xero shop.

Why Xero leaves signatures to apps

Xero’s product strategy has always been “do accounting beautifully and integrate with everything else.” Signature capture is a workflow problem, not an accounting problem, and Xero has consistently chosen to let third-party apps fill that role. The result is a long list of apps that vaguely promise signature support, most of which weren’t actually built for the field workflow that Xero shops run.

Option 1: A standalone e-signature tool

DocuSign, PandaDoc, Adobe Acrobat Sign. Each has a Xero integration of sorts, usually via Zapier or a partner API. The flow:

  1. Send a Xero invoice or quote.
  2. Open the e-sign tool.
  3. Upload the PDF.
  4. Add signature fields.
  5. Send to the customer’s email.
  6. Wait.
  7. Manually update Xero when the signed copy comes back.

It works, but it means a second per-user subscription sitting on top of Xero, charged every month whether or not anyone signs anything. For a five-person business with two field staff, you are paying for the office seats too.

Pricing and feature details are summarized as of June 2026 and change frequently. Verify current pricing and capabilities on each vendor’s own website before deciding.

Option 2: Print, sign, scan

The fallback. Print the invoice, hand it over with a pen, scan the signed copy, attach it to Xero manually. This is what most Xero shops actually do today. It works at low volume. It collapses the moment you grow past a couple of dozen jobs a week, and it gives you no GPS proof, no timestamp accuracy, and no audit trail.

Option 3: A field-first signature app that integrates with Xero

This is what Billet was built for. The app talks to Xero directly via the official API. When a customer signs, the matching invoice or quote and its payment status sync back to Xero automatically. The signed PDF, with the signature, GPS coordinates, and timestamp embedded, lives in Billet, is emailed to your customer as proof of delivery, and can auto-save to Google Drive or OneDrive (Standard plan and up).

How Billet works with Xero

The flow:

  1. Connect Xero from Billet’s Integrations page. Standard OAuth, takes about ten seconds.
  2. Your Xero contacts, items, and tax rates (GST in Australia and New Zealand, VAT in the UK, sales tax in the US and Canada) sync into Billet automatically.
  3. Create or import an invoice or quote in Xero. Or create it directly in Billet, which pushes to Xero on send.
  4. Send for signature. Pick the document, click Send, customer signs in their browser via a magic link. Or hand over the iPad in person and the customer signs on screen with GPS coordinates captured.
  5. The invoice or quote and its payment status sync back to Xero automatically. The signed PDF, with the signature, GPS coordinates, and timestamp embedded, lives in Billet, is emailed to your customer as proof of delivery, and can auto-save to Google Drive or OneDrive (Standard plan and up).

That’s the whole loop. No second dashboard, no manual reconciliation, no PDF uploads.

Country notes

Billet supports the five Xero markets natively:

  • Australia. BAS-aware tax handling, AUD currency, ABN displayed on invoices, BSB plus Account Number for direct deposit details.
  • New Zealand. GST handling, NZD currency, IRD/GST number on invoices.
  • United Kingdom. VAT handling, GBP currency, Sort Code plus Account Number for bank details, no mention of US-only “checks” or ZIP codes.
  • United States. Sales tax, USD, EIN, ABA routing.
  • Canada. Multi-province tax handling, CAD, BN, Transit plus Institution plus Account.

Date formats follow local convention automatically (DD/MM/YYYY in AU, NZ, and UK; MM/DD/YYYY in US and CA). Currency symbols and tax labels adapt without you having to configure anything.

The “office staff for free” model

Billet bills one flat price per person, per month, and that covers both the mobile app and the dashboard. The tradie capturing the signature and the person raising the invoice cost the same, and neither needs a second subscription to do their half of the job. There is no per-device charge either, so a tablet on the counter is not another seat.

Billet launches late 2026

Billet isn’t live yet. If Xero signature capture is the gap you’ve been working around, join the waitlist and we’ll email you the day it goes live. No account, no card, nothing to cancel.

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Billet launches late 2026

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