CDR2Cloud integrates with XERO Accounting using XERO API's as a Public Application.
This allows you to connect and export your Invoices from CDR2Cloud to your XERO Account easily.
Exporting invoices from CDR2Cloud is a very popular option for CDR2Cloud users who prefer to issue invoices from their accounting software and not from CDR2Cloud.
TAX NOTE
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 Accounting please complete your CDR2Cloud Invoice generation process and do the following:
1: Click on your user name located in the top right panel (next to the 'Log off'' link button) to open the [Settings] module:
2: Click the Xero (BETA) panel to expand the Xero module
3: Click the 'Connect to XERO' button
then click 'Connect' in the confirmation message box
4: You will be redirected to the Xero Accounting web page where you will be asked to grant 30 minute access to CDR2Cloud
5: Once access has been granted to CDR2Cloud, you will be take back to the CDR2Cloud Xero page
6: In the Xero Invoice Export panel, select the date range for the Invoices you woud like to export from CDR2Cloud to Xero.
Toggle the 'Export Recorded Invoices only' check box to indicate whether or not you would like to export Recorded invoices only or both Recorded and Draft invoices from CDR2Cloud to Xero.
7: Click the 'Export Invoices to Xero' button once you are ready to export the invoices and accept the confirmation message box by clicking
8: CDR2Cloud will export the all invoices that meet the date and other criteria selected above.
Once the export is completed you will receive a confirmation message indicatig the numebr of Invoices that were exported.
9: You can now go to Xero Accounting and view / manage the invocie that were just exported from CDR2Cloud.
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