Xero Invoice & NetPay Option

Xero Invoice & NetPay Option

  1. 1. Navigate to the main menu on the left

    Click on 'Apps' > Click on Xero Accounting Option

    Navigate to the main menu on the left

  2. 2. Click on your Xero Connected Organisation

    If you have not yet connected to Xero, please use this process

    Click on your Xero Connected Organisation

  3. 3. Click on Xero Export Type dropdown against the relevant organisation

    Click on 'Invoice'

    Click on Xero Export Type dropdown against the relevant organisation

  4. 4. Click on Xero Export Group dropdown

    Select 'NetPay'

    Click on Xero Export Group dropdown

  5. 5. Select 'Save'

    Select 'Save'

  6. 6. Select 'REFRESH DATA'

    Select 'REFRESH DATA'

  7. 7. A green message will appear at the bottom left of the screen notifying you that the data has been refreshed successfully

    A green message will appear at the bottom left of the screen notifying you that the data has been refreshed successfully