Send a purchase bill via Xero to Xero

  1. Overview
  2. Bills, purchase orders & expenses
  3. Send a purchase bill via Xero to Xero

ⓘ This article is for small businesses who use Xero

Overview
  • Send a purchase bill directly to another organization using the Xero to Xero network to create a draft invoice in their organization.

What you need to know

How it works

  • You need to add a supplier's Xero network key to their contact details before you can use Xero to Xero.

  • You can only send bills that are awaiting payment and don't have any transactions recorded against them, such as payments or tax adjustments. If transactions are recorded on the transaction, you need to email the bill instead.

  • The invoice in the receiving organisation shows the legal or trading name of the source organisation, not their display name.

  • When a source organisation sends a bill with an account code or tax rate, the receiving organisation's draft invoice doesn’t display these. Xero doesn't assume that the tax rates or chart of accounts set up in the receiving organisation are the same as in the source organisation.

  • You need the advisor, standard, invoice only (approve & pay) or invoice only (purchases) user role to send a bill via Xero to Xero.

Foreign currency bills

If you have a pricing plan with multicurrency, you can send a bill in a foreign currency using Xero to Xero. How it’s received in the other organisation depends on whether they use multicurrency too and if they have the currency set up in their organisation.

  • If both organisations use multicurrency and the recipient has added the currency to their organisation, they receive the invoice in the same currency for the same amount. When they approve the invoice in their organisation, the foreign currency gain/loss is calculated using the exchange rate they use in their organisation.

  • If both organisations use multicurrency but the receiving organisation hasn't added the currency, Xero automatically adds the currency to their organisation.

  • If the receiving organisation doesn't use multicurrency, they receive the invoice in their base currency. They need to manually calculate the foreign currency amount so the correct payment is made.

Send a bill

  1. In the Business menu, select Bills to pay.

  2. Add a new bill and approve it, or view a bill that's awaiting payment.

  3. Click Bill Options, then select Send via Xero Network.

 

⚠ Warning 

Only resend a Xero to Xero bill if your contact deletes it from their Xero organisation and they ask for another one.

 

 

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