How to sync your Invoice with Xero

*The ability to automatically sync your invoice with Xero is only available in the subscriber version*

Step 1 – From the Home Tab select the drop down arrow on the Invoice Tab and select ‘New Invoice’

Step 2 – You will be presented with the following screen to fill in the details of your invoice. In the subscriber version, the option to sync your invoice with Xero is available. From the drop down next to ‘Sync with Partner’, select ‘Yes’ to sync your invoice with Xero. Once completed, select ‘Save’.