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Draft invoices/bills (Xero only)
Draft invoices/bills (Xero only)

How to include draft invoices/bills in the Cash flow

Jane Gilhooly avatar
Written by Jane Gilhooly
Updated over a week ago

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

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

2) Toggle on 'Draft Invoices and bills' on the right.

You can stop importing them at any time by switching the toggle to off

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

 Invoices due:

Cash flow table cell:

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