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