This help article applies to users on Fresh Projects Version 2.
Which version of Fresh Projects am I using?
00:00: Before you can post an invoice to Xero you must have first linked Fresh Projects to
00:04: Xero.
00:05: If you need to complete this step, please refer to our help guide on Xero
00:09: Integration – Linking your account
00:13: Click Financials, in the Main Menu.
00:17: Then, click "Invoicing and Expenses".
00:21: In the Invoicing tab, click on the invoice you'd like to post to Xero.
00:26: Now,
00:27: you will need to Finalise the invoice.
00:31: Once finalized, invoice pop-up window should appear highlighted in blue.
00:36: Click on the Post button.
00:38: If the button is not visible, it usually means that you have not configured the Xero
00:43: links in the steps above.
00:46: You will be able to edit the line item descriptions
00:49: (if required).
00:50: Then click Post.
00:53: You have now successfully posted an Invoice to Xero.