Skip to main content
All CollectionsInvoices
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 2 years 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

Related Articles

Did this answer your question?