General
Do I need to connect Xero to use this feature?
Yes. You must connect your Xero account via Integrations > Xero in the Round dashboard.
Is the Xero sync two-way?
Yes.
Round → Xero (push): Available on all plans
Xero → Round (pull): Available on premium plans only
Ingesting Invoices
How do invoices get into Round from Xero?
If 2-way sync is enabled, Round will automatically fetch open invoices from Xero.
Can I add invoices directly into Round instead?
Yes — and we recommend it. You can ingest invoices by:
Forwarding them to your unique Round mailbox
Clicking + Upload invoices
Dragging and dropping files into the Invoices screen
Where do ingested invoices appear?
In the Unpaid tab on the Invoices screen.
Paying Invoices
How do I pay an invoice in Round?
Open the invoice from the Invoices screen
Review/edit details and resolve any advisories
Click Finish
Choose:
Source of funds
Payment date
Pay, schedule, or send for approval
Can I pay multiple invoices at once?
Yes. Select multiple invoices using the checkboxes to create a batch and process them together.
Can I schedule payments for later?
Yes — you can choose a future payment date during confirmation.
Can I send invoices for approval instead of paying immediately?
Yes — invoices (or batches) can be sent through your approvals workflow.
Managing Invoices
Where do paid or scheduled invoices appear?
In the Paid tab.
Can I mark an invoice as paid manually?
Yes — from the Unpaid tab using the three-dot menu.
Can I edit or delete invoices?
Yes, but only while they are in the Unpaid tab:
Use the three-dot menu for individual invoices
Use bulk actions for multiple invoices
Can I cancel a scheduled payment?
Yes — from the Paid tab via the three-dot menu.
Syncing with Xero
Will changes sync between Round and Xero automatically?
Yes — changes made in either platform will sync.
What happens after an invoice is paid in Round?
Once paid:
The payment is synced to Xero
The invoice is automatically marked as paid in Xero
Can I still edit invoices in Xero after paying them in Round?
Only partially. Paid invoices become largely immutable, with only limited fields remaining editable in Xero.
Troubleshooting
Why can’t I see my Xero invoices in Round?
Likely reasons:
2-way sync is not enabled (premium feature)
Xero is not properly connected
There are no open invoices in Xero
Why can’t I edit or delete an invoice?
Invoices can only be edited or deleted while in the Unpaid tab.