To send an invoice to Xero, from the main left hand menu in CRM select ‘Finances’ and then ‘Invoices’. From the invoices table simply click the Xero button next to the correct invoice and it will send the Invoice into drafts within your Xero data file. The Xero button will turn green once successfully sent.
You can also navigate to the client file within CRM. Click on the finances tab in the top menu and then select ‘Invoices’.
Choose the invoice you wish to send from the list and click the ‘Xero’ button. The button will change to green when it has been successfully sent to Xero