Navigate to a candidate in the Offered or Placed stage within the candidate pipeline.

Find the candidate for whom you wish to create an invoice and click anywhere on their row to open the invoice details.

On the Invoice Details page, click on the placement that you wish to edit

Scroll down to the Invoice Items section.

Change the Export data to accounting system field to Xero

Ensure all the necessary fields are correctly filled out for this candidate.

Once everything is accurate, click Export to Xero.

If this is your first time exporting, you’ll need to link your Xero account with Vincere.

Click on Connect to Xero, log into your Xero account, and authorize the connection.

After connecting, you’ll be presented with a list of fields that will sync from Vincere to Xero. Review these fields, and once you’ve confirmed they’re correct, click Next.

You’ll then see a final confirmation page to complete the process.

To review any invoices sent to Xero, navigate back to the Invoice Details page under Placement & Invoice Details and click on Export History.

Now, head over to your Xero account. On your dashboard, under the Invoices Owed to You section, click on any draft invoices.

You’ll see the invoice that was just sent over from Vincere with all the corresponding fields populated.

Your placement information has been exported to Xero—no additional data entry required.