Creating a Xero Invoice

When you are ready to invoice, you can push your dockets to Xero to create invoices via Batches.

Note, that the Xero integration is only available on the Medium plan & Large plans. For more information on pricing, please visit our pricing page: www.docketbook.com.au/pricing

There are two ways of doing this, as shown below

The first is by selecting a individual docket or dockets, clicking the "Actions" tab and selecting "Invoice Dockets (Xero)" then following the prompts.

The second method, is more like a report, where you select all dockets that meet a certain criteria or filter.

Step 1. Click the Dockets Tab and select "Batches"

Step 2. Click New and Add a Unique Reference for the Batch and select Next

Step 3. Use the Filters section to select the Customer or Order as well as the date you want to pull the Dockets you want to be invoiced from and select Next.

Step 4. Confirm the items pulled from the Dockets you want invoiced and click "Next"

Step 5. You'll then be able to confirm how you want the items exported and then you'll just click "Create Invoice" and Follow the prompts to complete