Help for Integrations in Work Planner.
What happens to a job once Work Planner is connected to Xero: it becomes a Xero invoice, invoiced in Work Planner or not, and the bank payment you match in Xero comes back to settle the customer's account.
Read article: From Job to Paid with XeroHow to connect Work Planner to Xero, choose where your customers, invoices, payments and expenses go in it, follow what's been sent on the Activity tab, bring in payments you match in Xero, and put right a connection that's stopped.
Read article: Xero IntegrationLet customers set up a Direct Debit from your website with your GoCardless sign-up link, and how Work Planner links each one to the right customer.
Read article: Direct Debit Sign-ups From Your WebsiteHow the Card reader screen sets up Tap to Pay on iPhone or Android, or a card reader, on your phone for Stripe or Square, and how to check it is ready before you take a payment.
Read article: Card Reader ScreenHow the Stripe, Square, PayPal and Zettle screens connect a business's own account, what they show once it is connected, and what disconnecting does.
Read article: Card Payment Provider SettingsHow to fill in the CSV template, choose how customers are matched, and import your jobs.
Read article: CSV Import FlowHow the import progress states work, how cancellation happens, and how to read the completed import summary after job-scoped finance import.
Read article: Import Progress and CancellationHow to upload a Squeegee backup, choose the target business, and start the import.
Read article: Squeegee Import FlowHow to upload a Cleaner Planner export, choose the business, and start the import safely.
Read article: Cleaner Planner Import FlowWhat the Import Data section of Settings shows and how to choose the correct provider before starting an import.
Read article: Import Data HomeHow Sync customers links everyone with a Direct Debit in your GoCardless account to their customer, and what happens to those it can't match.
Read article: GoCardless Customer Sync PopupWhat the GoCardless disconnect popup means, what it does not remove, and when it is safe to confirm.
Read article: GoCardless Disconnect PopupHow the GoCardless integration screen shows connection status, verification, customer sync information, and Direct Debit actions.
Read article: GoCardless Integration ScreenHow the Payment Providers screen shows provider availability, connection status, and upgrade options for each business, and chooses which card provider takes payments in person and online.
Read article: Payment Providers ScreenHow the Email settings page works, when to use Work Planner email servers, and how each SMTP field affects outgoing mail.
Read article: Email Settings