Connect with Xero 3

A Xero-Powered Portal for Your Wholesale Customers

Give wholesale customers self-service access to invoices, credit notes, quotes, account balances, and other account information through a dedicated customer portal.

What Customers See at a Glance

Give wholesale customers a clear view of their account, including balances, outstanding invoices, and available credits.

Outstanding Balance

$622.63

Across 1 open invoice

Overdue

$0.00

0 overdue invoices

Available Credit

$16.43

Across 1 credit note

Example from a live customer portal - real figures will reflect each customer's own Xero account.

A Portal Built Around Your Wholesale Workflow

Connect your Xero organization and configure the customer portal around your wholesale account and business requirements.

Choose how you'd like to get started

Shopify WooCommerce

Xero

Custom

Pricing is based on your Xero setup, portal requirements, and customer workflow.

INCLUDES

– Xero Connection and Account Setup
– Branded Customer Portal
– Wholesale Account Visibility
– Ongoing merchant support

Everything Your Wholesale Customers Need

Give wholesale customers a simple self-service portal to view account information, manage invoices, check credits, and stay up to date with their account.

Invoice Management

Give customers easy access to their invoices with key details such as invoice numbers, dates, amounts, due dates, and payment status—all in one place.

Credit Note Tracking

Let customers view available credit notes, applied amounts, dates, and remaining balances so they always know what credit is available to them.

Quote Visibility

Give wholesale customers a clear view of their quotes, including important details, amounts, dates, and current status, without needing to contact your team.

Online Invoice Payments

Make it easier for customers to settle outstanding invoices by providing payment options directly through the portal for a faster, more convenient experience.

Account Communication

Let customers send questions about invoices, payments, or their account directly through the portal, making communication with your team simple and organized.

Branded Customer Portal

Customize the portal with your store's branding, colors, and business details to create a familiar experience that feels like a natural part of your website.

Works With Your Stack

Whether you're on Shopify, WooCommerce, or a custom website, Jewelith integrates seamlessly with your ecommerce platform.

Shopify Woo Commerce React Laravel Next Js Wix PrestaShop Big Commerce Magento Squarespace

Simple Setup in 3 Steps

Connect your Xero account, configure the portal, and give your wholesale customers access to their account information.

1

Connect to Xero

Connect your Xero organization and complete the required setup to securely link your account information.

2

Configure Portal

Set up customer details, account information, and the portal experience around your business requirements.

3

Customize the Theme.

Apply your branding and customer-facing preferences to create a portal that fits naturally into your existing business experience.

Frequently Asked Questions

Find answers about Xero integration, wholesale customer accounts, invoices, credits, quotes, payments, portal setup, and customization.

What does the Xero customer portal do?

The Xero-powered customer portal gives wholesale customers a self-service view of their account information. Depending on the configured setup, customers can access invoices, credit notes, quotes, balances, and other relevant account details without needing to contact your team for every update.

What Xero account information can customers view?

The portal can present relevant customer account information from your Xero organization, such as outstanding balances, invoices, credit notes, quotes, and payment-related details. The exact information available depends on your portal configuration.

Can customers view their invoices and payment status?

Yes. Customers can access their available invoices through the portal and review important information such as invoice details, amounts, due dates, and payment status.

Can customers see credit notes and available credit?

Yes. The portal can display relevant credit information so wholesale customers can see available credit notes, applied amounts, and remaining balances associated with their account.

Can customers view their quotes through the portal?

Yes. Quotes can be made available through the customer portal so wholesale customers can review quote details, amounts, dates, and status without relying on manual updates from your team.

Can customers pay outstanding invoices online?

The portal can provide customers with a convenient way to address outstanding invoices. Available payment functionality depends on how the portal and your existing payment setup are configured.

Can I customize the portal with my branding?

Yes. The customer portal can be customized to reflect your business branding, including elements such as colors, business details, and the overall customer-facing experience.

Can the portal work with my existing ecommerce setup?

The portal can be configured around your existing business and ecommerce setup. The exact integration approach depends on your current platform and the customer experience you want to provide.