You can create an invoice in Xero for a D-Tools Cloud invoice. Once you have set up the Xero integration, when you create a new invoice or open an existing one, you will see the option "Create in Xero."

Here, you can also choose to create a new contact or map to an existing contact if one exists in Xero.

The next step is where you will create items in Xero that don't already exist, or you can map products and labor to existing items in Xero.

A "Code" and "Name" are required. The fields will populate based on your default settings, but you can manually edit these fields if needed. There is a 30-character limit for the Code field and a 50-character limit for the Name field.

You can also choose whether or not to "Track Inventory Item" in Xero, which will determine which accounts are required to create the item. There is also a Tax Rate field available to set for each item's accounts.

On the last step, you can modify the date and due date if needed before creating the invoice in Xero.

If, for any reason, you want to re-create the invoice in Xero, you can unmap from the menu when viewing the invoice in D-Tools Cloud.