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Xero: How to send an existing invoice
Xero: How to send an existing invoice

A quick guide to help you send an invoice awaiting payment was created on Xero

Omri Mor avatar
Written by Omri Mor
Updated over a week ago

While logged in to your account, you can click the New drop down menu in the top left corner and select Request: Send an invoice.

On the top of this page it will show you two options. Click the option that reads Select invoice(s) awaiting payment.

Creating request for an existing invoice:


If there are any existing invoices that were created on Xero then they will show up here. Just click the check box next to the invoice(s) you wish to send.

Last but not least, you will need to select the bank account that you would like the funds to be deposited into.

Sending the request:
Click Send invoice(s) and then Confirm sending invoice(s). You will be sent to a confirmation page. 

Why does it not allow me to select my bank account but instead say "To continue you will need to add a bank account"?

This means you have a bank account that has not been verified on Routable or has not been matched to Xero. You can not send or receive payments from a bank account that has not been verified and/or matched. Once you verify/match your bank, you will be able to continue sending a payment.

If you need help verifying your bank account you can click the link below to go to our How to verify a bank account article.

If you need help matching your bank account to Xero you can click the link below to go to our Syncing company bank accounts article.

Why does it show me a warning when requesting over $100,000?

Seeing this notice? It's to make sure you are staying compliant with the U.S. government, and that you have a secure experience 😉

We have an article explaining the one-time customer verification process. Click below to view it!

Seeing this red alert? Match your customers from Xero to Routable, and you should see all existing invoices show up here. 

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