Activate and Test

When the flow is complete, activate it and send a record to Xero to check it works.

Activate the Flow

Click Save, then click Activate.

Send an Opportunity to Xero

To test the flow, tick Send to Xero directly on a record. In production, your business process usually sets the field instead, for example when the Opportunity is Closed Won. See Automating When Records Are Sent.

Open the Opportunity you want to invoice and go to the Details tab. Click the pencil icon beside Send to Xero, select the checkbox and click Save.

The flow runs in the background a few seconds after you save. Refresh the page to see the new invoice on the Xero Invoices card.

The invoice’s status comes from the invoice mapping. Standard Sales doesn’t set a status, so the invoice is created as a Draft.

Note

Send to Xero stays selected after the invoice is created. Because the flow only runs when the box changes to selected, clear it and select it again to send the record a second time.