Getting started
Where you land after signing up with Xero. It tells you your organisation is connected, loads your quotes and invoices, and points you at the three things to do first.
Your quotes and invoices load by themselves
When you first connect, Deliverta loads the quotes and sales invoices that changed in Xero in the last 90 days. This usually takes under a minute. The page checks progress every few seconds and tells you how many it found.
You do not have to wait. Open your templates in the meantime.
If loading fails, the page shows the reason Xero gave and a Retry button. If your organisation shows as not connected, click Reconnect and approve access in Xero again.
Three things to do first
- Check your template. Your logo, colours and the wording on every note. You start with three designs. See Templates.
- Create your first delivery note. Pick any quote or invoice from the last 90 days. See Orders.
- Print it. A4, US Letter or a 4x6 label, from your browser's print dialog. See Deliveries.
Your trial
The page shows the day your 14-day trial ends. You get everything in the Standard plan during the trial, and no card is needed. See Billing.
Coming back to this page
Open the account menu (your initials, top right) and choose Getting started at any time.
Still stuck?
Contact support with the docket number if your question is about one document. We answer within one business day.