Export Indigo8 Invoices to Xero
- Sandra Petrovic
- Grace Momblan
Indigo8 allows you to send invoices generated in Indigo8 Enterprise to Xero in a few easy steps.
You MUST have already connected with Xero from the settings screen in order to export invoices to Xero.
Note that you may be prompted to enter your tax types. For an Australian business you should enter the following selections:
Step-by-step guide
Navigate to the Accounts screen
2. Select Export Invoices tab
3. Choose To Be Exported from the Type dropdown menu.
4. Now search for the invoices you wish to export to Xero.
You have options to search by Invoice # or Sales Order #.
Or, you may also search invoices by Customer Name.
5. Check the boxes of the invoices you wish to export to Xero
6.Next click the button in the bottom right hand corner of the screen Export Batch Invoice to XERO
7. When completed the following pop up will appear. Click Close
8. Now open Xero in your web browser. When you login you will be taken to the home page for your account in Xero, also known as your dashboard. You will see that the invoices that have been moved from Indigo8 are currently waiting in Draft Invoices.
Click on Invoices owed to you above it
9. You will be taken to a new window click on the Draft (3) button
10. You will be taken to a new screen where you will see the invoices and be able to manage them. You might like to approve them at this point.
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