Xero is a cloud-based accounting software
platform that enables you to track your
finances, manage invoices, and reconcile
accounts.
Within Teamwork.com, you can export
an invoice from a project as a
Xero-compatible file.
Go to
the Finance area of your
project and switch to the Billing tab. Select the relevant invoice from the left
pane to view it.
![Image Placeholder](/desk/file/13392859/Screenshot 2023-08-09 at 10.21.13.png)
Click Export Invoice
in the invoice's bottom left.
Note: You can export open and completed
invoices.
![Image Placeholder](/desk/file/13392860/Screenshot 2023-08-09 at 10.25.09.png)
In the export modal,
select Export to Xero file as the export option and click Export.
![Image Placeholder](/desk/file/13392861/Screenshot 2023-08-09 at 11.03.02.png)
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.
![Image Placeholder](/desk/file/11574451/Screenshot 2021-08-17 at 09.28.25.png)
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.
![Image Placeholder](/desk/file/11574466/Screenshot 2021-08-17 at 09.29.45.png)
Locate
your downloaded Teamwork.com invoice file
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
details
- Is the UnitAmount field tax inclusive or
exclusive?
Xero also have some further
information on invoice imports here.
For more information, see: Exporting an
Invoice