Before you can post an invoice to Xero you must have first linked Fresh Projects to Xero and linked the Xero Client for the invoice you wish to post.
- Go to Financials>Invoicing & Expenses.
- In the Invoicing tab, click on the invoice you'd like to post to Xero.
- Next, you will need to Finalise the invoice.
- Now, the invoice pop-up window should appear highlighted in green. Click on the Post to Xero button. If the button is not visible, it usually means that you have not configured the Xero links in step 1 above.
- Thereafter, you will be able to edit the line item descriptions. Once it is correct click Post to Xero.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!