Xero - How do I export an Invoice from Rose Rocket to Xero?

Follow the steps below in order to export an Invoice from Rose Rocket directly into your Xero software.

All users will be able to complete this action.

To locate your Orders:

  1. Navigate to the Orders module within the menu on the left side of the screen

To export to Xero:

    1. From the Orders module, locate the Order associated with the Invoice you wish to export

      To export an Invoice, the Order must be in Invoice Created or Invoice Sent status

      You can always filter the Orders module to show only Orders in these statuses
    2. Click anywhere in the Order to select it
    3. The Order Details will expand on the right side of the screen
    4. From the Order Details, select "FULL VIEW" in the top right corner
    5. This will open the Order in Full View in a new page
    6. From this page, click "VIEW INVOICE" in the top right corner
    7. The Invoice will display in a new page
    8. Scroll to the very bottom of the Invoice to the "Xero Integration" section
    9. Click the button that reads "EXPORT INVOICE"
    10. Once exported, the bottom of the Invoice page will reflect that it has been sent