Within Teamwork Projects, you can choose to export an invoice in a project to a Xero compatible file.
To do this, go to the Billing area of your project:
Select the invoice you wish to export from the left.
Note: You can choose to export both open and completed invoices.
In the bottom left of the invoice itself, click Export Invoice:
In the export modal, select Export to Xero file:
Enter the customer name that will be used as a contact in Xero. You can also specify a date format and tax type here. Click Generate File to download the file:
Once your Xero compatible file is downloaded, head over to your Xero account to import the invoice.
To do this:
- Click Accounts
- Choose Sales from the drop-down menu
- Click the Import button
- Locate your Teamwork Projects Invoice file you just downloaded and click Import
Xero also have some further information on invoice imports here.
For more information, see: Exporting an invoice