Resolving Xero invoice synchronization issues

If you approve an invoice but it is not synced to Xero, one of two things has likely happened:

  • The approved invoice has a value of 0.00, or
  • (If you have multiple organizations) The approved invoice may have synced to a different organization within Xero. Check your other organizations for the invoice and skip to this section if so.

If your approved invoice has a value of 0.00

An invoice cannot be processed unless it contains line items of some value.

To add line items:

  1. Go to Dispatch Board > Jobs. Open the job that didn't sync.
Dispatch board
  1. In the Job Status field, select Work Order.
Work Order
  1. Go to Quotes & Invoicing.
Quotes & Invoicing
  1. Click Add Material/Service. Enter all missing line items and prices.
Add Material-Service
  1. Once all line items are added, click Job Details.
Job Details
  1. In the Job Status field, select Completed.
Completed Job Status
  1. Click Save.
Save
  1. Go to Invoicing > Awaiting Approval.
  2. Select the job and click Approve.
Approving invoice

Your invoice should now sync to Xero.

If your approved invoice synced to the wrong organization

You will need to re-integrate service with Xero to the correct organization. See this help article for more information.

Once your organization is integrated, to sync the invoice to Xero:

  1. Go to Dispatch Board > Jobs. Open the job that didn't sync.
Dispatch board
  1. In the Job Status field, select Work Order.
Work Order
  1. Click Save.
Save
  1. In the Job Status field, select Completed.
Completed Job Status
  1. Click Save.
Save
  1. Go to Invoicing > Awaiting Approval.
  2. Select the job and click Approve.
Approving invoice

Your invoice should now sync to Xero.

0 out of 3 found this helpful