Send SwiftFox invoices to Xero
SwiftFox to Xero - seamless syncing at its finest! Create invoices directly in SwiftFox and watch them automatically appear in your Xero account.
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Today we'll walk you through how to create an invoice directly in SwiftFox and have it automatically sync to Xero. This integration is a game changer for managing your finances efficiently. So let's dive in. Firstly, make sure your Xero is integrated with SwiftFox. If you're not sure how to do this, check out our Academy video link Xero to SwiftFox.
It's a quick watch and will set you up for success. Now let's create a new organisation in SwiftFox. Don't worry if it's not in your Xero yet. We'll manage that later in this new organisation. Head over to the financial tab and scroll down to the invoices section. Select Create New Invoice to get this started. You'll notice several key details are pre-filled that's efficient!
However, make sure you click the Xero Integration checkbox. It's small, but it's mighty. Time to add some substance to your invoice. Select Add Row to insert a new line item. Select the item and fill out the remaining columns in the line item. Happy with how it's looking? Great! Select save and close. But wait. There's more. Remember how I mentioned we'd handled the Xero magic?
Well, here it comes. A warning will pop up letting you know that this organisation doesn't currently exist in Xero. But no worries, it will be created automatically. Just click confirm and watch the integration work its wonders. Now let's hop over to zero and look up our newly created organisation. And there it is. Your invoice has made the journey from SwiftFox to Xero.
Safe and sound. Here's the best part. You can edit the invoice in SwiftFox any time and the details will automatically update in Xero. It's like having a personal assistant who never sleeps. And there you have it folks. You've just learned how to create an invoice in SwiftFox and seamlessly sync it with Xero, even for brand new organisations.
This integration is your ticket to hassle free invoicing and perfectly sync accounting records. Thanks for joining us on this adventure. Now go forth an invoice like a pro.
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