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How to use the CPU Invoices Xero report
How to use the CPU Invoices Xero report
Updated over 2 weeks ago

If you use Xero it's even simpler to send out invoices as you are able to use the 'CPU Invoices' report to download your invoices in a format which can be uploaded directly into Xero.


If you have not done so already please let one of our team at hello@edifysystems.io know you use Xero and they'll be able to get the report switched on for you.

Using the report is simple.

  1. Navigate to "Reports" in the left hand menu

  2. Select the "CPU Invoices" report

  3. Use the date picker to select the date range you need invoices for

  4. Filter to the customer you'd like to download invoices for

  5. Ensure you're toggled to the 'Details' table

  6. Click 'Download Details'

  7. Within Xero head to Invoices > Import and import the downloaded file

The invoices are now within Xero ready to be sent to customers.

The report includes all CPU orders other than those that have been deleted.

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