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Logo1.png Sending Sales Orders to Xero

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Overview

In this guide, we will show you how to push your sales orders to Xero manually. 

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Before you start

Before batching your sales orders together for Xero, you will need to connect your Xero account with Expandly. Click here for instructions. 

Sending sales orders to Xero individually

1. Click on Sales Orders (left menu) and then Manage Sales Orders

2. On your Manage Sales Orders page, using the filters, find the sale order you want to send to Xero and select using the tick box to the left

mceclip0.png

3. Click  mceclip1.png(on the right) and then from the drop-down, select mceclip2.png

4.You order will then be in a queue to be sent to Xero - please check in 10-15 minutes.

Sending sales orders to Xero in bulk

1.Click on Sales Orders (left menu) and then Manage Sales Orders

2. On your Manage Sales Orders page, select the sales orders you want to send to Xero and select using the tick box to the left

3. Click mceclip3.png and then mceclip4.png

4.You orders will then be in a queue to be sent to Xero - please check in 10-15 minutes.

Need more help? 

If you need a little extra help, no problem. Contact us and we will be happy to help

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