Xero Integration - Posting an Invoice
Modified on: Thu, 30 May, 2019 at 10:20 AM
1. 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.
2. Generate the invoice using the usual Fresh Projects procedure.
3. 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.
4. After clicking post Post to Xero you can edit the line item descriptions. Once it is correct click Post to Xero.
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