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Import Xero invoices that have already been approved and sent into Adfin

Find out how to import your outstanding Xero invoices into Adfin

Written by Angus Tylee

Example scenario

You control which invoices come to Adfin with branding themes, and you have outstanding invoices in Xero that were approved before you started using Adfin. You would now like to import these into Adfin to get them paid.

Steps to trigger the Import

  1. Edit the invoice in Xero
    Open the invoice and click 'Edit'.

  2. Update the branding theme
    From the branding theme drop down, select one of your Adfin-specific branding themes, based on the desired method of collection for the invoice.

  3. Hit the update button
    Ensure you save the changes by clicking the 'Update' button. This action will trigger the invoice import to Adfin.

  4. Wait for Adfin to process the import
    After updating the invoice, Adfin will automatically pick it up and import it.

Using All invoices instead?

You don't need these steps. Adfin brings in your unpaid Xero invoices when you turn All invoices on, and asks whether to collect them: see Import all invoices from Xero or QuickBooks.

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