How To Send a Bill to Xero

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Purchases

Topic

Today we will walk through how to send a bill to Xero.

 

Instructions

To get started:

  1. Head to your job and then go the the 'Bills' tab.

    Screenshot 2023-10-20 at 2.48.53 PM.png

  2. Then make sure you Bill is approved > Click 'Options' > then 'Send to Xero'

    Screenshot 2023-10-20 at 2.49.58 PM.png

  3. Then you're all done!

 

Additional Information

For more info on Xero integration see here: How To Send Invoices To Xero

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