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    Creating an invoice in Xero from a form
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    Creating an invoice in Xero from a form

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    Article Summary

    Once a form entry is approved in infoodle, you can create an invoice in xero.
    This can be done immediately after approving the entry, or you can do this at a later date by bringing up an approved Form Entry and following the same process.

    1. Process the submitted form as you normally would do.

    See Processing form entries for more information

    1. Once the form has been processed you click Create invoice in xero under STEP 1.
      Create Invoice Form 1.png

    2. You will see a confirmation Pop Up with the Xero invoice number once complete
      Create Invoice Form 2.png

    3. A link to the invoice will be displayed on the form entry page. Click it to open the invoice in Xero
      Create Invoice Form 3.png

    4. If there were any items ordered on the form then the invoice lines will show this detail. The below screenshot is the invoice as viewed in Xero
      Create Invoice Form 4.png

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