> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/integrations-help-guides/xero/xero-faqs/invoice-field-on-a-template.md).

# Invoice Field on a Template

If an Applicant is required to upload an invoice to their Milestone, which you then want to push through to Xero to create a bill, you must ensure your Milestone Deliverables template has been set up with the "This is an invoice" field ticked (alongside the file upload field).

<figure><img src="/files/tPPuJY5GTOTINcmtjVOw" alt=""><figcaption></figcaption></figure>

Alternatively, if you have a Milestone that should not be pushed through to Xero for payment (i.e. it doesn't require an invoice upload, and therefore doesn't need to initiate a payment), then you can make that individual Milestone exempt from syncing through to Xero by updating the relevant field on the main Milestone page.

<figure><img src="/files/noz9jOFTSB1RKHtlx7wS" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.tahua.io/knowledge-base/integrations-help-guides/xero/xero-faqs/invoice-field-on-a-template.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
