This article outlines how to export invoices to Xero using the Equinox Xero Integration.

It is only possible to use the Xero export functionality if our Support team have enabled the integration within your account settings.

There are 3 steps to export invoices from Equinox to Xero:

1. Authorise Equinox to connect with your Xero account
2. Select the invoices to Export
   
3. Login to Xero to view the draft invoices

These steps are outlined in the sections below.

Authorise

1. Click the Finance tab > Export to Xero
   
   

   

   
   

   Note: If you are logging into our European server please ensure you login at www.workanyware.co.uk/login.php

   
   
2. You will be prompted to authorise the Equinox application with your Xero account. Click ‘authorise here’
   
   
   
   
3. Login to Xero using your Xero credentials (these won’t be saved on Equinox)
   
   
   
   
4. Click allow access to enable the transfer your Equinox invoices to your Xero account

Select Invoices to Export

Use the filters to search for the invoices you want to export. By default, you only see invoices that have not yet been exported. 

Check the boxes at the side of each invoice you want to export and click ‘Export’.

The invoice status will be updated to ‘Exported’ automatically.

Login to Xero

When you login to Xero you will see the invoice in Business > Invoices > Drafts.