Manage invoices raised in Xero

Invoices raised from a quote are listed in the Invoices panel in the right-hand column of the quote. Only owners and admins see it.

What the panel shows

For each invoice: its Xero number (click it to open the invoice in Xero), the amount, what it covers (One-off total, a milestone's name, Subscriptions or a subscription item), its status and its due date.

Statuses follow Xero: Draft, Awaiting approval, Approved, Paid, Voided and Deleted.

Refresh the status

Changes you make in Xero, such as approving an invoice or recording a payment, appear when you click Refresh at the top of the panel. If an invoice has been deleted in Xero, its link is removed from the quote; voided invoices stay listed as voided.

Delete or unlink

• For a Draft or Awaiting approval invoice, Delete deletes it in Xero and removes it from the quote, after you confirm.
• For other invoices, Unlink removes the link from the quote but leaves the invoice in Xero. Confirm with Unlink when asked “Unlink INV-0042?” (with the invoice's number); “Invoice unlinked.” confirms it. To cancel an approved invoice, void it in Xero.

Deleting or unlinking a milestone invoice lets you invoice that milestone again.

Going the other way

Each invoice in Xero carries a link back to its quote, and a note in its history, so you can jump from Xero to the quote too.

See also

• Create invoices in Xero
• Xero invoice settings and tax mapping