Send a sales invoice from Xero to Xero

  1. Overview
  2. Invoices & Quotes
  3. Send invoices
  4. Send a sales invoice from Xero to Xero

ⓘ This article is for small businesses who use Xero  

Overview
  • If you've received a contact's Xero network key and added it to their contact details, you can send them an invoice from Xero to Xero.
  • This creates a draft bill in their organization.
  • You need the adviser, standard, invoice only + approve and pay, or invoice only sales user role to send an invoice. 

Conditions your invoice must meet to send from Xero to Xero

  • The invoice must have an awaiting payment status.
  • There are no payments recorded on the invoice. If payments have been recorded, email the invoice instead.
  • There's no discount on the invoice. If a discount has been added, email the invoice instead.

Send an awaiting payment invoice from Xero to Xero while viewing it

When an invoice is sent through the Xero-to-Xero network, neither the account code nor tax rate entered by the source organization are applied to the resulting draft invoice in the recipient organization. Xero does not assume that the tax rates or chart of accounts set up in the receiving organization are the same as in the sending organization.

  1. Open your awaiting payment invoice. If the invoice opens in new invoicing, click Switch to classic invoicing at the bottom of your invoice screen.

  2. Click Send, or click Invoice Options, then select Send via Xero Network.

    Image showing the Send button on an accounts receivable awaiting payment invoice.

  3. (Optional) Update the information in the Send Invoice window. If you enter or change the email address, it's saved to the contact details.
  4. Choose to email your customer an online link, PDF, or both. Files you've attached to the invoice can't be sent from Xero to Xero.
  5. Make sure the Send via Xero Network checkbox is still selected, then click Send.

Send an awaiting payment invoice from Xero to Xero from the list of invoices

  1. In the Business menu, select Invoices.
  2. Select the Awaiting Payment tab.
  3. Select the checkbox next to the sales invoice you want to send.

  4. Click Email.

    Image showing the Email button from the list of accounts receivable awaiting payment invoices.

  5. (Optional) Update the information in the Send Invoice window. If you enter or change the email address, it's saved to the contact details.
  6. Choose to email your customer an online link, PDF, or both. Files you've attached to the invoice can't be sent from Xero to Xero.
  7. Make sure the Send via Xero Network checkbox is still selected, then click Send.

⚠ Warning 

Only resend a Xero-to-Xero invoice if your contact deletes it from their Xero organization and they ask for another one.

Sending an invoice in a foreign currency using Xero to Xero

If you have a pricing plan with multicurrency, you can send an invoice in a foreign currency using Xero to Xero. The recipient receives it either in the same currency if they also use multicurrency, or in their base currency.

  • If both organizations use multicurrency and the recipient has added the currency to their organization, the invoice is received in that currency for the same amount. Once approved, the gain/loss information on the invoice will be relevant to the exchange rate used by that organization.
  • If both organizations use multicurrency but the receiving organization hasn't set up the invoice currency, then that currency will automatically be added to their list of currencies.
  • If you send a Xero-to-Xero invoice to an organization without multicurrency, they'll receive it in their base currency. The recipient will have to manually convert it to the amount of the foreign currency invoice so that the correct payment is made.

     

     

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