FINANCE / INVOICING
Ready to invoice.
Review the client, billing company, service period and amount. Open the draft in Xero to make the final changes and send.
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Connect Xero
Alex only. Enter the app credentials, then authorise the appropriate Xero organisation. You can connect both companies; invoices stay separate.
Authorise Xero →Monthly checklist
Checking “Reviewed” records a review only. It does not send an invoice or mark it paid.
| Reviewed | Client | Billing company | Notes | Invoice |
|---|
Xero invoices
Not connected yet. You can use the checklist with existing Xero links now.
Filtered by invoice issue month. Open Xero in the organisation shown in the table. Drafts are not issued invoices.
| Company | Client / invoice | Status | Amount | Action |
|---|