Xero Integration2023-09-25T16:43:13+13:00

IPromise seamlessly integrates with Xero.

IPromise seamlessly integrates with Xero.

IPromise is built to improve and secure your business’s cash flow. With our Xero payment integration, Xero customers can enjoy the benefits of instant payment and payment protection upon project completion, without any of the administrative hassles of managing payments. The IPromise – Xero payment integration reduces payment administration time by up to 80%, giving you more time to do the things you love!

Xero connected app logo

How do IPromise and Xero work together?

1. Connect

Connect IPromise to your Xero Account in a matter of seconds (view short demo video).

2. Quote

Send a quote to a customer via the IPromise app.

3. Accept

Customer accepts the quote and transfers payment to the secure BNZ Trust account (escrow account). That quote is automatically mirrored in your Xero Account.

4. Paid

When the customer agrees the job is completed (via IPromise) payment is IMMEDIATELY released to you. An invoice is automatically mirrored in your Xero Account.

5. Match

In Xero, simply match the bank feed to the invoice. And you’re DONE.

No overdue invoices ◊ No debtors ledger ◊ No chasing payments ◊ Reduce payment admin by up to 80%

IPromise Key Features

You can now connect your business Xero account to your IPromise account in seconds.

That means every time a quote is accepted by your customer and payment is released to you for a job completed, quotes and invoices are automatically mirrored to your Xero account.

Even better, that invoice is PAID – no debtors ledger, no outstanding invoices, no email or phone call payment reminders – only immediate payment on successful project completion with IPromise. Fair, secure and saving you valuable payment administration time – your payment guarantee.

See our explainer video here.

You get paid immediately when the agreed project is completed. And, with IPromise’s Xero Integration, customers automatically receive their receipt and a record of the paid invoice is automatically created in Xero for you to easily match to your bank feed. It doesn’t get any better than that!

The IPromise quote builder creates professional itemised quotes and enables you to attach and store photos, documents and files. Break projects into ‘Stages’ or add ‘Variations’ to existing quotes. All this from your phone or desktop.

Quoting is the ONLY payment administration required by your business. IPromise automatically turns accepted quotes into invoices upon successful project completion and even issues the receipt to the customer. Quotes and invoices are automatically sent to your connected Xero account.

PDFs are stored within the Project Summaries and can be accessed any time.

View a summary of all your projects at the click of a button. For example, the amount of project income you have secured and the amount of work you are currently quoting for. You can also download a summary of all your Paid / Closed projects in a CSV file. This can also be directly exported to Xero.

You and your customers can use the instant and secure project specific chat to keep in constant contact and record key information/decisions. Photos, documents and files can also be uploaded to chat. Good chat = great project outcomes.

You can easily manage all your projects from the IPromise dashboard e.g. Draft Quotes, Quoted, In Progress, Paid / Closed and even Declined or Expired Quotes. You can also search by Project name.

Once a job is completed you and your customer can review and rate each other. This helps keep everyone focussed on being fair and reasonable throughout projects. After 5 projects your average rating is displayed. Customers and business also review and rate IPromise so we can keep focussed on meeting your needs.

IPromise is easy and intuitive to use but in case you need some help we have a great selection of How-To explainer videos and a FAQ section. You can contact us if you still need help.

To see how easy it is to integrate with Xero, check out this video.

Check out how easy it is to integrate IPromise with Xero

Some of IPromise’s benefits for users include

Free 90-day trial – no credit card required

No chasing unpaid invoices

No bad debts

No more credit checking

Improved cash flow

Alas Engineering logo
David Madu – Owner, Structural Engineer
“A Game Changer for getting paid”

Connecting to my Xero account was really easy to do and it saves me having to do any invoicing in Xero. IPromise is very easy to use, payment into my bank is so quick once the job is completed and I have peace of mind knowing my clients have the money to pay for my work before I even start the project.

Subscription Options

IPromise is always free for your customers. We want to make it as easy as possible for business owners and their customers to get started too, which is why we’re offering a free, unrestricted 90-day trial for businesses – no credit card required. Transparent subscription pricing. No commission.
Click here to view further details and the pricing terms.

Starter

$20.00
NZD per month / excluding GST
  • Unlimited quotes until 5 accepted

Standard

$40.00
NZD per month / excluding GST
  • Unlimited quotes until 15 accepted

Premium

$90.00
NZD per month / excluding GST
  • Unlimited quotes

User FAQs

How does the free 90-day trial work?2023-10-13T13:32:40+13:00

All users have the opportunity to benefit from the full functionality of IPromise for 90 days. We have selected 90 days because most services (that our users provide) take weeks to quote, secure payment and then deliver. IPromise is committed to providing users with the opportunity to experience as many of the key features and benefits as possible.

After the 90 days, in order for users to receive payments from their customers (via our secure BNZ Trust account or escrow account), they will need to select from one of the three monthly subscription options. See our pricing page for more details.

However, all ‘Quoted’, ‘In Progress’ and ‘Completed Awaiting Approval’ projects within the 90-day trial period will continue to remain active and free until completion.

IPromise is ALWAYS free for your customers.

Start your free trial today.

Does IPromise integrate with Xero?2023-10-13T13:31:26+13:00

We now offer a Xero payment integration. Users can now connect their business Xero account to their IPromise account in seconds.

That means every time a quote is accepted by your customer and payment is released to you for a job completed, quotes and invoices are automatically mirrored to your Xero account.

Even better, that invoice is PAID – no debtors ledger, no outstanding invoices, no email or phone call payment reminders – only immediate payment on successful project completion with IPromise. Fair, secure and saving you valuable payment administration time.

See our explainer video here.

Can users pay with credit card?2023-10-13T13:13:56+13:00

Users can now pay for IPromise quotes by NZ Credit or Debit Card up to a limit of $10,000.

Can I use IPromise to manage construction and/or other retentions?2023-09-07T12:46:44+12:00

Yes, and it’s affordable and easy. Visit this page for more information. We can also help you make sure you are meeting the Construction Contracts (Retention Money) Amendment Act 2023 thanks to our partner Ford Sumner Lawyers / Tradie Law.

How much does it cost to use IPromise?2023-10-13T13:39:19+13:00
Why do I need to verify my identity?2023-10-13T13:41:58+13:00

NZ law requires companies like IPromise to comply with Anti-Money Laundering and Countering Financing of Terrorism Act 2009. We take this responsibility and your security seriously so we use the very best identification and verification process to protect you and us from any illegal conduct.

We have partnered with Cloudcheck, an industry leading identification and verification company who automate and integrate the process for us using real time technology. This also helps to ensure we collect accurate information about all users.

You can be sure we identify and verify all customers AND businesses so anyone using IPromise knows that people cannot be pretending to be someone they are not.

You may have noticed other sectors like lawyers, real estate agents and accountants requiring such checks.

How do I set up a deposit?2023-10-13T13:40:12+13:00

Watch the explainer video.

From time to time users might require a deposit, for example, to purchase materials. This is less likely than in traditional transactions because IPromise securely and transparently holds the customer payment so the user knows the money is physically there for immediate release once the customer is satisfied the job, or a ‘Stage’ of the job, is done.

The customer cannot take the money back unless you formally agree to it. If there isn’t agreement, IPromise outlines some recommended steps to work through. See here for more detail.

What do I do if I have a ‘Variation’ to add to my project?2023-10-13T13:44:07+13:00

Watch the explainer video.

The process is exactly the same as staging projects. Once a project is ‘In-Progress’ and a variation is required, it is important to identify this early with your customer and communicate (ideally through the secure IPromise chat) to explain the reasons for the variation and that you are going to require a formal variation.

You then go into the project summary and click on ‘Add Stage / Variation’, and simply explain in the variation quote what the specific variation is and the amount. Send this to your customer – we recommend you do not start the work on the variation until the customer has secured the variation quote by paying the specified amount into the secure BNZ Trust Account (escrow account).

The customer’s protection, once again, is that you don’t get the money until the approved project (in this case, a variation to a project) is completed to the customer’s satisfaction.

What if I don’t know how much a job will cost?2023-10-13T13:34:22+13:00

The best way to cover investigations of faults (or unknown outcomes) is to quote and send the customer the minimum cost of the call out fee. For example, it might be one hour of your time and travel (if applicable). Don’t go to the job until your customer has paid the minimum amount into the secure BNZ Trust Account (escrow account). You can then attend the job, complete the investigation and add a variation to that ‘call out fee quote’ detailing the work you have found that is required to be actioned.

That way you have at least locked away the call out fee money for your valuable time and your customer is clear about what additional costs are required. They can then decide to proceed or otherwise with the remediation. The great thing about IPromise is that by completing the first ‘call out fee quote’ you have all the correct contact details for your customer saved in IPromise and future quotes are transparent and simple to manage from then on.

How do I provide feedback and ratings?2023-10-13T13:37:35+13:00

Watch the explainer video.

Ratings for the customer and business happen at the end of the transaction. It’s important to be constructive and fair. After a customer and business user receive 5 ratings the average will be displayed for other users to see. It’s good to keep this in mind throughout the project.

You can leave feedback for IPromise any time here. The IPromise team review feedback daily and your feedback helps to make what we do even better.

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