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.
Click Export Invoice in the invoice's bottom left.
Note: You can export open and completed invoices.
In the export modal, select Export to Xero file as the export option and click 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 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
- Is the UnitAmount field tax inclusive or
Xero also have some further information on invoice imports here.
For more information, see: Exporting an Invoice