Fiscalising an Invoice in Xero

Fiscalising an Invoice in Xero

Overview

Prerequisites

To fiscalise with this integration, you would need:
  1. Your Xero Account is connected to Fiscal Harmony.

Step-by-step Process

Step 1. Navigate to the Invoices.

  1. Locate the Sales module on the top nav. Clicking this will open a drop-down.
  2.  In the drop-down menu, select Invoices.

Step 2. Create a new Invoice.

  1. Select the ‘ New Invoice’ button to create an invoice.
  2. Select the "Contact" you want to invoice.
  3. Select the "Currency" you want for your invoice.
  4. Select your "Product(s)" and their corresponding "Tax rate".

Step 3. Get your Fiscalised Invoice.

  1. To fiscalise your invoice, you will need to "Approve" your invoice.
  2. Once you "Approve" your invoice, you will see an option to view Files attached to your Invoice.
  3. Attached will be your Fiscal Invoice which you can then "View" and Save.

You are all set up, Happy Fiscalising!

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