Creating an invoice in Xero from a form

Once a form is approved, you can create an invoice in xero.

Here's how:

  1. Process the submitted form as you normally would do.
  2. Once the form has been processed you now have the option to create an invoice in Xero
  3. Click Create invoice in xero under STEP 1.
  4. A link to the invoice will be displayed.
  5. If there were any items ordered o the form then the invoice lines will show this detail.

All done!