If your account is connected to your Xero account (see Set up the Xero interface), invoices will automatically be exported from to Xero when they are approved.
In some cases, the export may fail and one or more invoices will need to be re-exported to Xero.
There are two ways to re-export invoices to Xero using the Invoice Manager. You can re-export:
- an invoice from the Invoice Information screen
- one or more invoices from the Xero Export Failed tab.
Before you begin
Before you attempt to re-export one or more invoices to Xero, you'll need to resolve the problem (or problems) that caused the export to fail.
To view the error message, go to Invoices. Hover your cursor over the red warning icon un the Xero column and the error message will pop up.
The error message displayed by will have given you details of the problem, such as the:
- Xero connection has been dropped (this is an unintended disconnection of from your Xero account)
- account mapping is incorrect (this is a mismatch between the GL account specified in and the destination GL account in Xero)
- invoice number of the exported invoice already exists in Xero.
- Contact is archives. Restore and merge.
Re-exporting from the Invoice Information screen
To re-export a single invoice to Xero:
- From the navigation bar, select and locate the invoice on the Awaiting Payment or Overdue tab.
- Drill down on the invoice number of the invoice you wish to re-export.
- On the Invoice Information screen, select Options > Export to Xero. will display a message reporting on the result of the export.