Invoices are generated automatically at the start of each month. If you have enabled ‘Auto Invoice’ an invoice will be emailed to customers that are enabled and have services enabled for invoicing.
In the above example this account doesn’t have ‘Auto Invoice’ enabled. There are two invoices Queued to be sent to the associated customers.
Clicking on the "Download Invoices as a CSV" button will download a configured csv for a manual Xero import as explained in this article.
Clicking on the cancel icon
will remove the invoice from being sent.
Clicking on download icon
will download a pdf copy of the invoice.
Clicking on the csv download icon
will download a copy of the invoice in a csv format (The download is formatted for Xero's invoice import)
The upload icon
will only appear if you have authenticated with Xero and the invoice is from a prior month. Clicking on the upload icon will upload the invoice to Xero
The new window icon
will only appear if you have authenticated with Xero and the invoice has been uploaded to Xero either by the previous step of manually uploading or uploading automatically when a new month has rolled over after you have authenticated with Xero.
Once an invoice has been sent out it will appear in the “Previous Invoices” list. If there any issues with an email being received by a customer the status will be updated to reflect any issues
Clicking on the send icon
will update the invoice status to ‘Queued’ and will be emailed out within the next 5 minutes.
You are now able to download a copy of all your invoices for a given month as a csv format (The download is formatted for Xero's invoice import)
You can download an export from the Summary page or from your Invoices page. Clicking on Download Invoices as a CSV button will prompt you to select a month.
Once you have selected a month, clicking on download will prompt you to save the invoices for the month to csv.