Skip to main content

How to create an invoice in Xero after winning the deal?

Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

Create the invoice when winning the deal. In the line "create Xero invoice" move the slider to "Yes", fill all the necessary details and click "Yes".

won-deal-xero-teamgate-integration.png
create-xero-invoice-won-deal-teamgate.png

Fill all the fields necessary and click Save.

xero-invoice-when-the-deal-is-won-Teamgate-CRM.png

Related articles:

Did this answer your question?