Draft invoices (Xero only)


If you use draft invoices in Xero and want to include them in Float, you can do so in a couple clicks.

1) Go to the Company Settings menu (Settings > Company Settings). Here you’ll find some options for setting up your cash-flow:

2) Click Import Draft Invoices? on the left side

 The button will turn red straightaway, indicating you’ve allowed draft invoices to be imported to Float. You can stop importing them at any time by clicking the button again:

 

Once enabled run a sync with your accounting platform and the drafts should be imported and be visible in both the main cash flow and the 'Invoices due' section.

 Invoices due:

Cash flow:

If you’d like to create a draft invoice in Xero but aren’t sure how, you can read about it at the Xero Business Help Centre here


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