How do I set up my account to transfer invoices to Xero?
![]() |
Precondition |
To be able to set up your invoicing export to Xero, you need to have set up an integration between CleanManager and Xero, see this article: Integration setup for Xero |
To be able to transfer invoices from Invoicing to Xero you must set Xero as the designated accounting software for invoicing:
Setup of invoicing to Xero
![]() |
In the menu, click on Settings > Integrations |
Hereafter, click on the button Invoicing | |
|
|
![]() |
Click on the Dropdown button and select Xero |
Click on Save to complete the setup | |
|
|
![]() |
Your account is now set up to export invoices to Xero, see the validating icon ![]() |
|
Setup of VAT values on invoices to Xero
![]() |
Click on the Xero button in the lower section | |
|
||
![]() |
For the Invoice Settings > Tax type select the Dropdown button and choose the standard transfer of tax you wish to include for your transferred invoices. |
|
Click on Save to complete your setup |
||
|
Comments
0 comments
Please sign in to leave a comment.