Sales invoices
The Sales page shows all invoices synced from your connected Xero account. Invoices represent money owed to you by your customers.Invoice list
The invoice table displays:- Reference: Invoice number or reference
- Customer: Who the invoice is for
- Consultant: Who raised the invoice (if tracked)
- Status: Draft, Submitted, Authorised, Paid, or Voided
- Issue date and Due date
- Total and Balance (amount remaining)
- Currency
Invoice detail
Click an invoice to view the full detail page:- All fields from the list view, plus notes
- PDF download (if a file is attached)
- Payment date (for paid invoices)
- Edit fields inline (reference, customer, status, dates, amounts)
- Delete the invoice
Syncing invoices
Click the Sync button on the Sales page to pull the latest invoices from Xero.Invoices sync one-way from Xero to eggz. Changes made in eggz (edits, deletions) do not sync back to Xero. To create new invoices, use Xero directly and then sync.
Quotes
The Quotes page shows all quotes synced from Xero. Quotes represent potential future revenue in your sales pipeline.Quote list
The quote table displays:- Reference: Quote number
- Prospect: The potential customer
- Owner: Who manages the quote
- Status: Draft, Sent, Accepted, Declined, or Invoiced
- Amount and Currency
- Expected close date and Valid until date
- Win likelihood: Probability of conversion
Quote detail
Click a quote to view:- All list fields plus notes
- PDF download (if attached)
- Linked invoice (if the quote has been converted)
- Delete the quote