Creating a Xero Invoice from Docket Batches

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 in the following video.

The first is by selecting individual dockets from the filter and creating an invoice.

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