Within Teamwork Projects, you can choose to export an invoice from a project to a Xero-compatible file.
To do this, go to the Billing area of your project and and select the invoice you wish to export from the left sidebar.
Note: You can choose to export both open and completed invoices.
While viewing the invoice, click the Export Invoice option in the bottom left of the screen.
In the export modal, select Xero file as the export option before clicking Export.
Enter the customer name that will be used as a contact in Xero. You can also specify a date format and tax type here. The date format should be dd/mm/yyyy.
Click Generate File to download the file.
Once your Xero compatible file (.CSV) is downloaded, go to your Xero account to import the invoice.
In the Sales overview area, select Import at the top of the screen.
Locate your Teamwork Projects Invoice file you just downloaded and click Import.
You will have some additional options while completing the import:
- Update contact address details?
- Ignore all address details or update
contacts with imported address
- Is the UnitAmount field tax inclusive or