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Export Invoices to Xero
Export Invoices to Xero

How to export invoices from Care Diary to Xero?

Pavi Sidhu avatar
Written by Pavi Sidhu
Updated over a week ago

Steps

  1. Login to the Care Diary login page and go to Participant > Invoices using the left menu.

  2. Select the invoices you want to export to Xero

  3. Review and Approve those invoices

  4. Select those invoices again

  5. Click on Export > Xero

  6. You should see a success message in the top right corner

  7. Login to your Xero account and goto Business > Invoices

  8. And you should see your new invoices as draft invoices

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