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

For more information, see: Exporting an invoice