1 - Go to the Sales menu and select 'Booking Enquiries'.
2 - Here you will be shown a list all the Booking Enquiries that have been stored on the ReRum system. Click on the Booking Invoice you are interested in.
3 - Click 'Edit Booking'.
4 - Scroll down and tick the 'Selected' box for the Room Stay you are concerned with, then click 'Book'.
5 - Once prompted, click 'Confirm'.
6 - The status of the Booking will now have changed from 'Enquiry' to 'Pending'.
7 - This will have created an Invoice. Click the 'Sales Invoices' tab.
8 - Click on the Invoice to select it, then click 'Add Sales Invoice'.
9 - Once all the information has been filled in, click 'Save'.
10 - Click on the saved Invoice to view its details.
11 - Scroll down to see the 'Xero' information boxes, one of them will show the 'Status' of the Invoice of that system. Our example says 'CREATED', which means that the Invoice has been accepted for it to be used on Xero.
12 - Scroll back up and click 'Post Invoice', and once prompted, click 'Confirm'.
13 - The status will now have changed to 'PENDING', which means that an Invoice is now being created within Xero.
14 - Wait one minute and then refresh the page once again.
15 - The status will now have changed to 'SENT', which means that a copy has been created within Xero.
16 - The 'External Id' can be found in the URL link on the Sale Invoice in Xero to verify that it is the same Invoice.
17 - To view the invoice on Xero, hover over the 'Accounts' menu and click 'Sales'.
Then select 'See all'.
Here you can see all the Invoices that have been exported to Xero, including the invoice you have just exported.