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Why are products not being added to Xero invoices?
Why are products not being added to Xero invoices?

Troubleshooting a Xero invoice

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

If you have integrated with Xero, and you attempt to create an invoice, you may encounter a problem where not all the products in the invoice appear.

The most common reason for this is that the products you are attempting to add to the invoice were created before you integrated with Xero. You must therefore manually save these custom products for them to work on Xero invoices.

Note: To manually save a product, you must have a role assigned to you that gives you editing permissions for Products. For more information on roles, see here.

Manually Save a Product

You can manually save a product at any time from the Products page:

1. Select the product you want to add to Xero:

2. Click the edit icon in the top right-hand corner.

3. Click Save at the top of the page.

A green message appears in the top right-hand corner of the page which says 'Updating of product uploaded successfully to Xero'.

You will now be able to add this product to Xero invoices.

For more information on how to set up the Xero integration, see here.

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