Create an Invoice
- Click The Create an Invoice button
- Click Add an Item
- Click Choose Item
- The list that shows is from your Xero Setup.
- Select the item and adjust the inputs as needed for the invoice.
- Click Add Invoice item
- The screen will return to the summary page for the draft invoice. The draft invoice is created in Xero, not in Did They Pay.
- Add more items to the invoice as needed.
- When you are ready to send the invoice, click the approve button
- A pop up will show to allow you to confirm the choice to send the invoice to the customer. This helps prevent accidental invoicing.
- The invoice has now been processed by Xero and sent to the customer.