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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.
      image.png

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

    The invoice is created immediately within Xero. The invoice will be found in Xero in the Invoice > Awaiting Approval tab.

    1. A link to the invoice will be displayed on the form entry page. Click it to open the invoice in Xero
      image.png

    2. If there were any items ordered on the form then the invoice lines will show this detail, with each item on its own line. The below screenshot is the invoice as viewed in Xero:
      recreation of invoice and image.png

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