Support

Ratelift changes prices on Xero repeating invoice templates in bulk, imports new templates from a CSV file and shows a free forecast of what they will bill. It is made by Aragon Software Ltd in the United Kingdom and is independent of Xero Limited.

Getting help

Email hello@ratelift.app. We reply to every message within one working day. There is no phone line.

To help us find your organisation quickly, tell us its name as it appears in Xero and, if the question is about a job, the address of its run report. Please do not send us your customers' names or invoice details: use Xero's Demo Company for screenshots where you can, or crop names out. Why we ask is in the privacy policy.

Undoing a price change

Open the job's run report in Ratelift and choose Undo this run. It shows a preview first, like any job, and puts back the price each template had before the run. Undoing is free for 7 days after the run finishes. After that the same button reads Reverse this change and runs as a new job, priced like any other. The terms of use set out what an undo leaves out and when an undo or a reverse is free whatever the date. After any run, please also check Sales, then Invoices in Xero. If you see anything you did not expect, email us straight away.

Opening Ratelift

Once your organisation is connected, Ratelift is in Xero's app menu: in Xero, choose the app menu (the nine dots, top right), then Ratelift. There is no separate password. Sign out, at the right of the bar at the top of Ratelift, ends your session only: your connection stays on and any job you started finishes.

Disconnecting Ratelift

Either of two ways works. In Ratelift, choose Connected in the bar at the top of the app, then Disconnect from Xero, and confirm. Or, in Xero, open Settings, then Connected apps, find Ratelift and choose Disconnect. Disconnecting stops Ratelift reading or writing your organisation's books. Anyone else in your organisation who connected Ratelift disconnects separately. If you disconnect in Xero and then open Ratelift, it says the connection has been removed and offers Reconnect to Xero, which takes one sign-in on Xero's own screen.

Deleting your data

Disconnecting does not by itself delete what Ratelift keeps, which is your run history, so that undo still works if you reconnect. To have it deleted, email hello@ratelift.app naming the organisation. What we delete, how long it takes and what the law makes us keep are in the privacy policy.

Refunds, security and prices

Refunds and cancellations: /refunds. What Ratelift reads, keeps and protects: /security. The per-job fees: /pricing. To see how Ratelift works without connecting anything, try the sample book at /demo.