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Knowledge Base

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Getting Started

  • How do I create an account?
  • Compatible Browsers

Invoicing & Scheduling

  • How can I cancel an invoice I have scheduled?
  • What is the refresh button for?
  • How can I schedule an invoice?
  • Known Limitations with Xero's Invoicing API

Contacts

  • What can you do with contacts?
  • How to send an invoice to more than one contact?

Templates

  • How do I create a template?
  • What placeholders are available for use in my template?

Workflows

  • What is a worfklow?
  • How to setup a workflow?
  • How to use workflows with Xero repeating invoices?

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