Creating Xero invoice drafts from Insightly contacts or organizations

  1. Click the Xero subtab on a contact or organization that’s linked to a Xero contact.
  2. Click the Actions menu, and select Create Invoice (Draft).
  3. Enter and select the invoice information and click the Create Invoice Draft button. (You'll need to set up inventory items in Xero to select from Xero's Item list, and Xero will display archived inventory items in Insightly.)
  4. The new invoice will appear with a status of “Draft.” Once it is approved in Xero, it will be updated in Insightly. Click the View button to open the draft in Xero. (Only users with a Xero login will be able to access the information in Xero.)
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