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ForumSupport: Desktop questionsInformation on job not tranferrin …

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Information on job not tranferring over to invoice

#1 · 7 April 2021, 12:00 am

The information on the job is not tranferring over to the invoice

Thanks

#2 · 8 April 2021, 7:11 am

I've checked your settings and can see that you're using Xero but you're access to Xero has expired.

Please refresh the connection by going to the invoices screen and

Clicking Invoice options towards the top right of the screen
Selecting Account settings
Click Disconnect Xero
Click Invoice Options again and Account Settings
If the Connect Xero button is showing click it, otherwise
- click Update defaults
- Click Invoice Options and Account Settings again
- Click Connect Xero

Once connected, you will see your Xero items when raising an invoice. The description will then get pulled through into the invoice with the relevant invoice item.

Thanks

Lauren