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From an eggz draft to a Xero draft

Drafted an invoice or quote in eggz — perhaps one the AI assistant put together for you? You can push it straight to Xero as a draft, ready to review, approve, and send from there. Xero assigns the invoice number and keeps your eggz reference, so the two stay linked with no duplicates.

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Publish a draft

On a draft invoice or quote created in eggz, the detail page shows a Publish to Xero card.
1

Open the draft

Open the invoice or quote you drafted in eggz. Publishing works on drafts created in eggz that have a customer, valid dates, and a positive total.
2

Read what happens

The card explains it up front: “Publishes a draft to Xero — nothing is sent to your customer. Review, approve and send it in Xero.” It also notes: “Xero assigns the next invoice number when the draft is created (deleting it leaves a gap in the sequence); your eggz reference is saved in Xero’s Reference field.” (On a quote, the card says quote number.) For a quote, it adds “The quote will be dated {date}.” — the date you created the quote in eggz, in your organisation’s timezone.
3

Publish draft to Xero

Click Publish draft to Xero. eggz creates the draft in Xero and links it to your eggz document. Clicking twice won’t create a duplicate.
Publishing creates a draft in Xero only — nothing is sent to your customer. You review, approve, and send it from Xero.

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After you publish

Once published, the card shows In Xero with a View draft in Xero link that opens Xero’s edit screen. (Drafts can’t be emailed from Xero until you approve them there.) Two more things happen:
  • View branded PDF becomes available, so you can see the document exactly as Xero renders it with your branding. See Your Xero branding in eggz.
  • The document is now linked, so future Xero syncs update it instead of creating a duplicate.
The draft arrives in Xero as a single summary line carrying your eggz reference and total — you itemise it and set account and tax codes while reviewing in Xero.

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What you can publish

You can publish drafts created in eggz that have a customer, valid dates, and a positive total. Documents synced from Xero can’t be pushed back — they already live in Xero, and the card tells you so. Your customer is matched to an existing Xero contact when eggz knows its Xero identity; otherwise Xero finds or creates a contact by exact name. If Xero reports an archived or duplicate-name contact, the error explains what to fix in Xero.
Publishing needs the publish permission, which your organisation admin manages. Without it, clicking Publish draft to Xero shows a “Not authorised to publish to Xero” message — ask your admin for access. Unless you’re an admin, you can only publish drafts you created yourself.

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Common questions

No. Publishing creates a draft in Xero — nothing is sent to anyone. You review, approve, and send it from Xero when you’re ready.
Xero assigns the next invoice number the moment the draft is created, so deleting it leaves a gap in the sequence. That’s Xero’s numbering at work, not an eggz error.
No — a document synced from Xero already lives there, so there’s nothing to push back. Only drafts you created in eggz can be published.
The theme you pick on the document’s Publish to Xero card, or your organisation’s default if you leave it on Organisation default, or Xero’s own default if no eggz default is set. See Your Xero branding in eggz.