Plant hire software with Xero integration in Wales
UpRate helps plant hire company owners and accounts teams prepare invoices from connected hire records. Import contract charge items, review customer details and invoice choices, then submit to Xero and retrieve the invoice PDF. Choose invoicing with or without resource scheduling; human review remains part of the workflow before submission.
FREE entry covers customers and hire contracts. Scheduling and invoicing require the appropriate paid package.
Built around the hire desk.
Prepare charges from the contract
Invoice Manager can import charge items from a hire contract. Review the description, quantities and rates against the work before sending the invoice.
Review the Xero handoff
Fill out Chargeable Items, choose the Tax Rate and Sales Type, then submit to Xero. Those choices need the accounts team’s review, not a software assumption.
Get the invoice document
UpRate retrieves the invoice PDF from Xero for you to send to the customer. Keep the contract accessible while checking invoice details and status.
A Cardiff invoice awaiting its buyer reference
Illustrative workflow: A Cardiff buyer’s hire is ready to invoice but accounts must confirm the correct order details.
Confirm the agreed hire
Review the agreed contract and charge items, including any approved variation to the hire.
Review the invoice
Confirm the purchaser’s reference and recipient, then review invoice quantities, Tax Rate and Sales Type.
Send the reviewed document
Submit to Xero after review, retrieve the PDF and follow the buyer’s document submission instructions.
A practical check for Wales
A complete hire record helps accounts ask the right question before an invoice goes out. Cardiff Council publishes a purchase-order invoice policy; check the actual order rather than assuming that a site contact can supply the required reference later. Sell2Wales procurement activity is separate from this invoice handoff. Ask who placed the hire, whether an extension is covered, and where the purchaser wants the document delivered. Review the contract description and charges before sending the invoice to Xero. The retrieved PDF still needs to reach the buyer through the requested channel. UpRate does not create a council purchase order, submit a procurement bid or guarantee payment, and Cardiff’s policy is not universal across Wales.
Wider UK customer experience.
Read the full customer stories“UpRate has replaced many of our manual processes, allowing us to manage everything in one centralised system.”
Your next job.
A little simpler.
Start with customers and contracts. Add more when you need it.