FISCALIZATION

FISCALIZING AN INVOICE 

This article provides a step-by-step guide on how to create, approve, and fiscalize an invoice in Xero 

Log in your XERO Account 

STEP 1 

Navigate to the Invoicing Section

• In your Xero dashboard:

  • Go to the top menu and click on "Business".

  • From the dropdown menu, select "Invoices"

This is the section where you start creating a new sales invoice to bill a customer for products or services.

• Then click "New Invoice" (usually a button at the top right).

STEP 2 

Fill in the Invoice Details 

• Fill in the details:

  • Customer name

  • Date (ensure it matches fiscal period)

  • Line items and taxes

    • Add a description (e.g. “Consulting Services”).

    • Input quantity and unit price.

  • Notes or additional fiscal data (if required)

STEP 3 

Approving the invoice

• Clicking "Approve" to finalize the invoice (usually to left corner). 

• This locks the invoice and makes it eligible for fiscalization

STEP 4 

Viewing the FISCAL INVOICE

Option 1

• Log in your FISCAL HARMONY Account 
• Go to INVOICE LOGS", In this part you can filter transactions, duration and search for a specific invoice
• Once the invoice is located, click "VIEW DOCUMENT"

Option 2

While in XERO, 

• From your Xero dashboard, navigate to:

  • Business > Invoices

• Click "File" to expand the list of attached documents. 
• In the dropdown list of attachments, click "View" next to the document indicating you'd like to open.

The Tax Invoice will appear as demonstrated below 

NB: USER CAN DOWNLOAD OR PRINT THE FINAL INVOICE FROM THIS WINDOW