Create an Invoice

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