Manually Send an Invoice to Xero

Objective

The objective of this tutorial is to guide you through the process of manually sending an invoice to Xero from your Agend AMS. This ensures that your financial records are accurately maintained and synchronized between Agend AMS and Xero.

Steps to Manually Send an Invoice to Xero

Access WordPress Dashboard

1. Navigate to the WordPress dashboard.
   • Log in to your WordPress site.
2. Navigate to E-commerce Module
   • From the dashboard, go to E-commerce.
3. Access Orders
   • Click on Orders to view your order listings.

Locate the Specific Order

1. Use Search Functionality
   • Use the search bar to locate the specific order you want to invoice.
2. Review Order Details
   • Review the details and status of the order to ensure it is correct.

Send Invoice to Xero

1. Select ‘Send Invoice to Xero’
   • Under Order Actions, select ‘Send invoice to Xero’.
2. Confirm and Update Order
   • Confirm the order details once more before proceeding.
   • Click ‘Update’ to send the invoice to Xero.

Cautionary Notes

• Review Order Status: Ensure the order status is correct before sending the invoice to avoid errors.
• Accuracy: Double-check the order details to ensure accuracy in the invoice sent to Xero.

Tips for Efficiency

• Order Review: Regularly review and confirm orders before sending invoices to ensure accurate financial records.
• Search Functionality: Use specific search terms to quickly locate orders.
• Consistency: Maintain consistent review processes to ensure smooth and error-free invoicing.

By following these steps, you will successfully send an invoice to Xero from your Agend AMS. For any further questions or support, contact agend.com.au.