How to Export Invoices to Xero

After invoices have been sent to your customers, you can export them into Xero using Invoice Export function. 

 

Note: Only invoices which are sent can be exported.

Instructions

1. Navigate to Invoicing
2. Switch to Action Invoices 
3. Select invoice(s) in Sent and/or Sent Manually statuses. Export Invoice button will appear under the Actions dropdown.

4. Click on Export Invoices button in the Actions dropdown, Export Invoices window will open right corner of the screen.
5. Select Xero in the Type of Export field.

6. Click Connect to XERO, this will open new browser page to enter your Xero account credentials.

7. Enter Xero account details and click Login. Following Xero account access permission request will appear

8. Click on Allow access for 30 min button to open Export Invoices window

9. Select Xero account from the drop down and enter reference number. Click Export button
10. Export invoice process start and Operation progress page display

11. Login to your Xero account and view exported invoices