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 organization.

Your user role determines if you can send a sales invoice from Xero to Xero.

Check before you send an invoice from Xero to Xero

Before you send the invoice from Xero to Xero, check:

  • The invoice is approved.
  • There are no payments applied to the invoice. If payments have been applied, email the invoice instead.
  • There is no discount on the invoice. If a discount has been added, email the invoice instead.

Send an invoice from Xero to Xero while viewing it

  1. Add a sales invoice and approve it, or view an invoice that is awaiting payment.
  2. Click Email.

    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 a new email address, it's saved to the contact details.
  4. Choose to email an online link, PDF, or both. Attachments can't be sent from Xero to Xero. If you do include a PDF, this will attach to the email you send to your customer but not the draft bill you create in their organization.
  5. Click Send.

The invoice displays the legal or trading name of your contact, not their display name.

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

  1. Go to Accounts, then click 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. Enter or change information in the Send Invoice window. If you enter an email address where one didn't exist, this will save to the contact details.
  6. Choose to email an online link, PDF, or both. Attachments can't be sent from Xero to Xero. If you do include a PDF, this will attach to the email you send to your customer but not the draft bill you create in their organization.
  7. Click Send.

The invoice displays the legal or trading name of your contact, not their display name.

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