Go to Dispatch Board
Open the job
Change the job status to Completed, click Save
Click Invoicing
Click Awaiting Approval
All completed jobs will arrive on the invoice Awaiting Approval page for review prior to being sent through to Xero.
TIP: To check that the tech’s have added all required items to the job, double click the job to review pricing and materials.
To send the invoice to Xero, tick the job and then click the Approve button.
Once done that, the invoice will begin syncing to Xero.
Once you’ve pressed the Approve button, the invoice will begin syncing to Xero.
Finish
