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start:add_ons:xero:setup_new

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Simple Xero Setup

Creating contacts

Create 12 Contacts within Xero to align with the possible 12 tender options

Assign an Account Number for each contact

Raise invoice

Raise a new invoice by going to the Accounts menu option, then Sales, then click the New button

Follow the instructions on the following page to create the Xero API details required to link CloudHQ with Xero

Developer API Setup

CloudHQ Setup

Xero API

Departments

Tenders

start/add_ons/xero/setup_new.1532049997.txt.gz · Last modified: 2018/07/20 11:26 by Troy