How To Send a Bill to Xero

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Instructions

  1. Head to the Jobs page from the left hand navigation bar.
  2. Search and select your job.
  3. Go the the Bills tab.

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  4. Then make insure your Bill is approved/read to send to Xero.
  5. Click Options > Send to Xero.

    Screenshot 2023-10-20 at 2.49.58 PM.png

 

Additional Information

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

 

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