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Creating and Sending Xero Invoices from Recruitly
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Once your Xero account is connected, you can raise and send invoices without ever leaving Recruitly. Invoices can be created directly from a Placement record or a Company record — and are automatically pushed to Xero the moment they're created, keeping both systems in sync.
Invoices can be raised from two places in Recruitly: a Placement record or a Company record. Both methods create the invoice in Recruitly and push it to Xero automatically.
Creating an Invoice from a Placement:
- Go to a Placement and click on the +Invoice option and select Xero Invoice.
- Fill in all the details in the Create Invoice form that opens up.
- Select Create Invoice.
- Your invoice will then be raised and can be seen in the Invoices section in the placement's record
Creating an Invoice from a Company:
- Go to a Company and click on the Xero Invoice button.
- Fill in all the details in the Create Invoice form that opens up.
- Click on Create Invoice.
- Your invoice will then be raised and will appear in the Xero Invoices section under the Overview tab of the Company record.
Notes:
If you update the invoice in Recruitly, changes will also reflect in Xero.
All client information will be matched or created in Xero during sync.
