> For the complete documentation index, see [llms.txt](https://wiki.roaddirect.co.nz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.roaddirect.co.nz/how-do-i/export-an-invoice.md).

# Export an invoice

Use these steps to send an invoice to Xero, or download it as a spreadsheet for another accounting system.

{% hint style="info" %}
**Exporting to Xero for the first time?** First connect to Xero and link your clients to Xero contacts. See [Xero integration](/eboard/settings/xero-integration.md).
{% endhint %}

1. **Open the invoice in** [**Beast Mode**](/tracking/invoices/beast-mode.md)**.** For example, pick it from the [Invoices](/tracking/invoices.md) list, create a new invoice from a job, or open it from the job's details.
2. **Check the charges.** Adjust labour, vehicle and equipment figures, discounts and one-off charges as needed, and use **Tools** → **Round labour hours** / **Round vehicle hours** if you round hours.
3. **Click Preview export.**
4. **Choose how the invoice lines are grouped** under **Invoice Options**:
   * **Single total?** for one line for the whole invoice
   * **Labour** and **Vehicles**: **Individual lines** or **Subtotals**
   * **Equipment**: **By day**, **By item** or **Single total**
5. **Check the lines, account codes and GST.**
6. **Export:**
   * **Export to Xero** creates the invoice in Xero as a **Draft**. If it's been exported before, you're asked to confirm. You're returned to Beast Mode, and the invoice number changes to Xero's invoice number. Review, approve and send the draft from Xero.
   * **Export to Excel** downloads it as a spreadsheet.
   * **Print** prints it or saves it as a PDF.
7. **Choose Workflow → Save as complete** in Beast Mode. Exporting on its own doesn't move the invoice to the Complete tab.

For what each option does and where the account codes come from, see [Preview export](/tracking/invoices/preview-export.md).

Here's a video showing the process: <http://bit.ly/rd_export-invoice2>

{% hint style="info" %}
All account codes are configurable. Default codes for office/one-off charges, grouped equipment and single-total invoices are in [System settings](/tracking/settings/system-settings.md); codes for individual rates and products are set on each rate and product in Tracking settings.
{% endhint %}


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