You can check whether an invoice has been successfully sent from Colladium to Xero and view details about any issues.
Check an invoice’s Xero status
- In Colladium, go to Forms > Invoices.
- Find the invoice you want to check.
- Review the Xero status column on the right-hand side:
- Green tick: the invoice was successfully sent to Xero.
- Spinner: the invoice is currently being sent to Xero.
- Orange warning icon: there was an issue sending the invoice.
- Click the status icon to view more information.
If there was an issue, you’ll see the error returned by Xero. Make the required change in Colladium or Xero, then click Resend to Xero.
If you can’t find the invoice in Xero
If Colladium shows that the invoice was successfully sent but you can’t find it in Xero:
- Check your draft invoices. If Colladium couldn’t match a product with an item in Xero, the invoice may have been created as a draft.
- Search using the invoice number. Copy the invoice number from Colladium and search for it in Xero.
- Check the invoice status filters in Xero. Make sure your current filters aren’t excluding draft, approved or paid invoices.
- Check the date range. The invoice may not appear if the selected date range doesn’t include its invoice date.
- Confirm you’re viewing the correct Xero organisation. This is particularly important if you have access to more than one organisation.
- Refresh Xero and check again after a few minutes. An invoice that is still being processed may not appear immediately.
If you still can’t find the invoice, contact our support team and provide the invoice number.