Home → Integrations → Xero → Creating an invoice in RubiCRM before syncing to Xero
5.7. Creating an invoice in RubiCRM before syncing to Xero
Before you can sync any invoices to Xero you must first create an invoice in RubiCRM to then sync.
You can either create invoices on the Primary Records Accounting page or you can create invoices on the main Accounts Admin page.
In our example, we will create an invoice from the Primary Records Accounting page.
On the Accounting page, you have the To Invoice section. This contains any items (line items) available to be added to an invoice.
Use the tick boxes on the left of the items to select what items you would like to invoice, then click the Invoice () button.
This will create a single invoice with all your selected items (line items).
For Bulk Invoice processing please use the main Accounts Admin area following the guide here.
You will be presented with a new Invoice with the default values for the record and your selected line item(s).
By default, the invoice Date will be set to the current day's date. The Date value will become the official date of your invoice. This is especially important when using Xero.
All values (except pricing) are editable at this point. Certain fields can be pre-set to load with certain default values e.g. currency, email cover template etc.
By default, your new invoice will load with the Billing Address for the record, otherwise, the Main Address will be used.
When all required fields have been completed, and you are ready to add your invoice to the queue for processing, click the Submit button.
The invoice window will close and your new invoice will appear in a new window with additional options available.
The invoice record will now be placed in a queue (Added to Queue) for processing to Xero.
Now that we have an invoice ready and waiting in the queue we can now sync it to Xero. Proceed to the next page in this guide to sync your invoice to Xero.
Creating an invoice
