Forms can be sent with Invoices to Xero. In order for this to happen there are two steps needed to be completed first:
Setting up a Form(s) so they are Visible to Clients
Setting up Form Submissions to Attach to Invoices
Setting up a Form to be Visible to Clients
Navigate to Forms
Create a New form or open a form already created
An Overview window will appear
Scroll down to Visibility field
Turn on Is visible by client toggle to green
Click Save
Setting up Form Submissions to Attach to Invoices
Your Invoice Cost Centre Accounting package must be set to Xero.
Navigate to Billing
On the top toolbar click Invoice Cost Centres
Create a New Invoice Cost Centre or select the Invoice Cost Centre you want to form submissions to be attached to invoices
An Overview window will appear of the Cost Centre Details
Scroll down to Xero Specific Settings
Click Generate PDFs of form submissions and attach to invoices toggle on to green
Click Save
