It's quick and easy 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 you're accounts are integrated correctly before sending. For more information on integrating Tradify with Xero, please see here.
Note: Once an invoice has been sent to Xero, it will be locked in Tradify for any further edits. If you need to edit the invoice after it's been sent, we recommend making a copy of the original invoice and amending the copy, then delete the original in Tradify and void in Xero. To copy an invoice, click the Options tab > Copy Invoice.
Sending Invoices to Xero
Open the invoice, and click Approve and 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 Approved 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 firstname.lastname@example.org
Once the invoice has been sent, it will display under the Sent to Xero tab in the invoices dashboard.
The invoice will now appear in Xero as an APPROVED or DRAFT copy depending on your integration settings.
As an example, the screenshot below shows invoices in Xero as APPROVED copies that are awaiting payment.