How do I get my claim into xero?

What it does today

Connecting Xero is not open yet. So nothing YourCA makes reaches your books, and no claim waits for it. Everything else works today: build the claim, serve it, record what the builder scheduled, record the payment when it lands, and take the claim pack off the screen. Connecting opens after both accounting connections are tested end to end against a real account. Then it is one press under Company admin, Plan, then Connections. The rest of this answer is what happens after that.

First, Xero must be connected, and connecting is not open yet. It is under Company admin, Plan, then Connections. Only an office administrator can do it. The steps below are what happens when it opens.
Set up the job once. On a served claim, the Xero panel asks for three things, each picked from lists read from your own Xero: the builder as a contact, the account your income lands in, and the tax rate. YourCA creates none of them.
Serve the claim as usual. Nothing goes to Xero on its own. A document in your books is your decision, not ours.
Press Create the draft invoice in Xero. The invoice carries the claim lines, the retention as one negative line, the tax, and the due date from your contract, with the clause quoted.
To change the builder, the account or the tax rate later, press Change how this job invoices on the same panel. You can change it until an invoice exists.
Check the invoice in Xero and approve it there. It is a DRAFT until you do. Xero cannot email a draft, so nothing reaches your builder unless you send it.
If the builder later schedules less than you claimed, open the payment schedule and reconcile it. Then press Draft the credit note in Xero. Each line carries their own reason for the cut.
When the invoice is paid, the payment shows against the claim here within about fifteen minutes. You do not type it.

Worth knowing

If Xero returns a total that is not the claim to the cent, YourCA keeps nothing and removes what it made. A wrong invoice in your books is worse than no invoice, because you would approve it and reconcile against it for months.