> ## Documentation Index
> Fetch the complete documentation index at: https://eggz.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Publish invoices & quotes to Xero

> Publish a draft invoice or quote created in eggz to Xero in one click — Xero numbers it, then you review, approve, and send it from Xero.

## 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.

## Publish a draft

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>Publishing creates a **draft** in Xero only — **nothing is sent to your customer**. You review, approve, and send it from Xero.</Note>

## 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](/help/guides/xero-branding).
* The document is now **linked**, so future [Xero syncs](/help/guides/xero-sync) update it instead of creating a duplicate.

<Note>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.</Note>

## 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.

<Note>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.</Note>

## Common questions

<AccordionGroup>
  <Accordion title="Will my customer see this?">
    No. Publishing creates a **draft** in Xero — nothing is sent to anyone. You review, approve, and send it from Xero when you're ready.
  </Accordion>

  <Accordion title="Why did Xero skip a number when I deleted the draft?">
    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.
  </Accordion>

  <Accordion title="Can I publish an invoice that came from Xero?">
    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.
  </Accordion>

  <Accordion title="Which branding theme is used?">
    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](/help/guides/xero-branding).
  </Accordion>
</AccordionGroup>