CDR2Cloud integrates with XERO Accounting using XERO API 's interface as a Public Application.
This allows you to connect and export your Invoices from CDR2Cloud to your XERO Account easily.
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If exporting invoices from CDR2Cloud we recommend that you apply taxes to your Invoices in XERO and not in CDR2Cloud. |
Step-by-step guide
To export invoices from CDR2Cloud to XERO Xero Accounting please complete your CDR2Cloud Invoice generation process and do the following:
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3: Click the 'Connect to XERO' button
then, click 'Connect' in the confirmation message box
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6: In the 'Xero Invoice Export' panel, select the date range for the Invoices you woud like to export from CDR2Cloud to Xero.
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7: Click the 'Export Invoices to Xero' button once you are ready to export the invoices and accept the confirmation message box by clicking invoices
click 'Export' in the confirmation message box
8: CDR2Cloud will export the all invoices that meet the date and other criteria selected above.
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Once the export is completed you will receive a confirmation message indicatig the numebr of Invoices that were exported.
9: You can now go Go to Xero Accounting and view / manage the invocie that were just exported from CDR2Cloud.
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