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Export an invoice to Xero

Export a Zigaflow invoice to Xero, choose the right company account, and jump between the invoice in Zigaflow and Xero with one click.

1. An invoice's status must be anything other than "Draft" or "Cancelled". If it has already been exported to Xero, it will not be exported again.

Invoice Draft status menu open with Change Status To options, highlighting Approved above Sent, Paid and Cancelled

2. Click on the "Export to..." button and select the correct company account if you have more than one connected to Zigaflow.

Invoice details form with the orange "Export to Xero Demo Company (UK)" button highlighted beside the Exported Date field

3. To go to the invoice in Xero, click on the Xero icon

Invoice details form with the Xero icon highlighted beside the Exported Date field, next to the Reset link

4. When viewing an invoice in Xero you can jump directly to it in Zigaflow

Xero invoice marked Awaiting Payment with the Go to Zigaflow button highlighted, which opens the invoice in Zigaflow

Learn more: the Xero integration

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