Learn more about how quick and easy it is to send your invoices from Tradify to Xero. Invoices can be sent to Xero in a Draft format or Approved format. You just need to ensure that your accounts are integrated correctly before sending.
Note: This article refers to using Xero without two-way sync. For more information on using Xero with two-way sync, check out our article on integrating with Xero.
For more information on integrating Tradify with Xero, please see here.
Sending Invoices to Xero
Open the invoice, and click "Approve & Send to Xero".
Note: If you're using Tradify's invoice sequence, and you have "send invoice as Draft" unticked in your integration settings, you'll be asked to Approve the invoice first before sending to Xero.
Tradify will notify you once the invoice has been successfully sent (within 10 secs).
Note: If you receive an error message and you're unsure on how to resolve it, please contact email@example.com.
Once the invoice has been sent, it will display under the "Sent to Xero" tab in the invoices dashboard.