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How to link an invoice to Xero

This guide explains how to link an invoice to Xero.

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Step 1.

Go to Invoices.

Click the view invoice in new tab icon next to the invoice you wish to link to Xero.

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Step 2.

This will take you to view the Invoice.

Make sure the invoice has been approved.

Click Link to Xero.

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Step 3.

Once the invoice is successfully linked to Xero there will be an invoice code next to the Xero icon.

Click the Xero icon to view the invoice in Xero.

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Step 4.

This will redirect you to Xero where you will be able to see the invoice.

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