Create Invoice
Create a new invoice to be exported to Xero
Once transactions have been created, invoices can be created before the end of period is run. This can be used to create one off invoices for billable interested parties.
Select the transactions to be invoiced, by ticking the transaction(s) in the view then select Create Invoice.
A breakdown of charges and who will be invoiced is displayed
Choose to either
- Approve -
or - Approve and Send. -
Once the option is select, Save the invoice.
The invoices will then be displayed in the Invoiced view.
