Creating an invoice in Xero from a form
Once a form is approved, you can create an invoice in xero.
- Process the submitted form as you normally would do.
- Once the form has been processed you now have the option to create an invoice in Xero
- Click Create invoice in xero under STEP 1.
- A link to the invoice will be displayed.
- If there were any items ordered o the form then the invoice lines will show this detail.