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Invoice Approvals and Numbering with Xero Integration

How invoice approvals and numbering work with the Xero integration in Re-Leased — draft and awaiting approval invoices don't sync to Xero, approved invoices sync immediately, and invoice numbers align with Xero's system after connection.

Updated over a week ago

When integrating Re-Leased with Xero, invoice status controls whether an invoice syncs, and invoice numbering aligns with Xero's system once connected.


Invoice Approval Status

  • Save as Draft — the invoice stays in Re-Leased for further editing. It does not sync to Xero.

  • Submit for Approval — sets the invoice to Awaiting Approval status in Re-Leased. It remains in Re-Leased until approved and does not appear in Xero yet.

  • Save & Approve — approves the invoice immediately in Re-Leased. Approved invoices sync to Xero.


Invoice Numbering

Once connected to Xero, Re-Leased aligns invoice numbering with Xero's system:

  • Invoices created in Re-Leased — start with a Re-Leased number, then adopt a Xero invoice number after approval and sync.

  • Invoices created in Xero — retain their Xero invoice number when synced to Re-Leased.

  • After disconnecting from Xero — all existing invoices revert to Re-Leased numbering, and all future invoices use Re-Leased numbers.

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