How to automatically sending invoices from Glide to Xero

Once you have set up a connection to your Xero system and linked any existing clients you can benefit from automatic integration of sales invoices.

This feature will be activated by default so you do not need to take any steps to set it up. If you wish to deactivate this feature you can do so by following these steps:

• Go to the Config menu (superuser access required).
• Click on the Xero integration link.
• Change the setting Prevent Glide sending invoices to Xero? to Yes.

If you leave this feature active then any sales invoices raised in Glide will instantly be sent to Xero, the system will share:

• The client details.
• The invoice date.
• The invoice number (leave this blank if you wish to use the number generated automatically in Xero).
• The VAT rate.
• The line item text and net amounts.
• The invoice totals.

An example of an invoice being generated and sent to Xero is shown shown in this video.