Sending invoices from Productive to Xero keeps your billing and accounting records in sync, eliminating the need to re-enter invoice data in two places manually.
Once an invoice is ready in Productive, you can copy it to Xero in a few clicks — either individually or in bulk — and keep it updated if anything changes.
📌 Note: Before sending invoices, make sure the Xero integration is set up and invoice export is enabled. For more information, see the article Xero Integration: Setup.
The option to export invoices to Xero is available on the Professional and Ultimate plans.
Copying Invoices To Xero
After you have integrated Xero with Productive, when creating an invoice, a new button, "Copy to Xero", will be accessible on the invoice creation screen.
Clicking the Copy to Xero button starts the process of sending your invoice to Xero. Before proceeding, ensure the following:
Select an existing customer: If no customer is selected from the dropdown (which lists your customers in Xero), a new one will automatically be created.
When a new customer is created, the following details will be transferred from Productive to Xero: company name, email, tax/VAT ID, default currency, and address.
Specify the invoice status: If not set in the integration settings, the default status you selected during setup will be applied.
Copying Multiple Invoices at Once
To speed up your workflow, you can copy multiple invoices to Xero in one step using the bulk copy action.
Instead of opening and copying invoices one by one, select multiple invoices and send them at once. Learn more about bulk copying invoices.
Copying An Invoice To Xero After It Has Already Been Copied
If you've previously copied an invoice to Xero and need to make updates or create a new one, open the invoice and hover over the "Invoice copied" option.
From there, you can choose to update the existing invoice or create a new one.
A) Choosing "Update existing" will modify the previously copied invoice in Xero. If the invoice has been copied multiple times, only the last copy will be updated.
B) Selecting "Create new" will generate a new invoice in Xero, even if a copy already exists.
