Send a sales invoice from Xero to Xero

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 organisation.

Your user role determines your access to invoices.

Conditions your invoice must meet to send from Xero to Xero

  • The invoice must be awaiting payment.
  • There are no payments recorded on the invoice. If payments have been recorded, email the invoice instead.
  • There is no discount on the invoice. If a discount has been added, email the invoice instead.
  • There is no tax adjustment on the invoice. If there is a tax adjustment, email the invoice instead.

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

  1. Open your awaiting payment invoice.
  2. Click Send (or click Invoice Options, then 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 Accounts menu, select Sales.
  2. Click 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.
Only resend a Xero to Xero invoice if your contact deletes it from their Xero organisation and they ask for another one.