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How to Sync an Invoice to Xero

This guide explains how to sync invoices from DeskDay to Xero and ensure payment updates are automatically reflected in both systems.

Basil Mathai avatar
Written by Basil Mathai
Updated over a week ago

Syncing Invoices from DeskDay to Xero

  1. In DeskDay, navigate to the Billing section. From there, open the Invoice tab to see all your invoices.

  2. Browse the list and locate the specific invoice that you want to send to Xero.

  3. You can sync an invoice to Xero in one of two ways:

Option 1: From the Invoice View

  • Open the invoice after saving it.

  • Click Sync to Accounting and choose Xero.

Option 2: From the Invoice List

  • In the invoice list, hover over the invoice you want to sync.

  • Click Sync – Xero to send it directly.

    4. Once the sync is finished, you will see the invoice in your connected Xero account.

Automatic Payment Sync & Updates

  • Payments recorded in Xero will automatically sync back to DeskDay.

  • If you change an invoice in DeskDay after syncing, simply sync it again to update the changes in Xero.

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