Support
Talk to the person who built it.
Email hello@deliverta.com. We answer within one business day, Australian Eastern time, and usually much sooner. Include the docket number if your question is about one document.
Connecting Xero
Connect your first organisation
- Click Sign up with Xero on this site, or Get this app on the Xero App Store.
- Sign in to Xero and choose the organisation to connect. Xero shows exactly what Deliverta will read: quotes, invoices, contacts, organisation settings, and permission to add attachments.
- Click Allow access. You land in Deliverta, and the last 90 days of quotes and invoices start syncing. That usually takes under a minute.
Connect another organisation
Open Settings, then Integrations, and click Connect another organisation. Each organisation has its own documents, templates and docket numbers. An organisation switcher appears at the top once you have two.
Reconnect
If Deliverta shows "needs reconnecting", the Xero connection has expired or was removed from Xero's side. Click Reconnect on the Integrations page and approve access again. Nothing is lost while disconnected; signed notes waiting to be attached upload once you reconnect.
Disconnecting and leaving
Disconnect an organisation
Settings, Integrations, then Disconnect next to the organisation. This removes Deliverta's access in Xero and deletes the stored tokens. Your delivery notes and signed PDFs stay readable in Deliverta. You can also remove Deliverta from Xero under Settings, Connected apps; Deliverta notices within a day.
Delete your account
Settings, Account, then Delete account. This disconnects every organisation that only you belong to, revokes access in Xero, and deletes your data and files within 30 days. Download any signed PDFs you need before you do this; the copies already attached to invoices in Xero are unaffected.
Not going ahead after the trial?
Nothing to do. When the trial ends the organisation goes read-only and no charge is made. Delete the account whenever you like, or disconnect from Xero's Connected apps page.
Something went wrong
- A sync or attachment failed. The page shows Xero's own reason and a Retry button. Most failures are a Xero rate limit or an expired connection, and Retry after reconnecting fixes them.
- An invoice already has ten attachments. Xero allows ten per invoice. Remove one in Xero and click Retry on the document.
- A signer's email bounced. The document shows the bounce. Fix the address on the Xero contact, sync, and click Resend.
- Anything else. Email us with the docket number and what you expected to happen.
