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How to assign a Xero invoice to a deal in Teamgate?
1.1. Navigate to Deals section and open Deal’s card.
1.2. Xero invoices block is located on the right.
1.3. Click + and start searching for the invoice.
1.4. When the invoice is assigned you will see invoice title, the date when the invoice was created and the value.
2. How to create a Xero invoice?
2.1. Click + and select Create new invoice
2.2. Fill all the details and click Save.
2.3. Create the invoice when winning the deal. In the line Create Xero invoice move the slider to Yes, fill all the necessary details and click Yes.
