Xero - Export Invoices

To Export Invoices to Xero:

1. Click the Xero button on the main screen.  This will open a second tab in your browser.

2. If you are not already signed into Xero you will be taken to the Xero login page to sign in.

3. After signing in, ensure you have the correct company file selected if you have multiple companies, then click the 'Allow access for 30 minutes' button.

4. There are 3 separate tabs for each export, i.e. Invoices, Payments, and Orders. Ensure you are on the first tab.

5. Ensure the Date From & Date To fields are set to a range which will include the invoices you wish to export.

6. Check off the records you wish to sync over, or select all, and then click the Export button.

If you have exported an Invoice to Xero by mistake, you can select the invoice in Xero and click Mark As Pending.

Since the invoice has already been sent to Xero, you will need to either change its status to Draft in Xero, make any necessary amendments, and then switch it back to Approved; or if Archive the invoice if you do not need the invoice anymore, as records cannot be deleted in Xero.

You can use the void option for an invoice that is in draft or awaiting approval status.