Xero Sales Invoice approval

ApprovalMax enables to setup multi-step approval workflows Sales Invoices created in Xero.

How it works:
  • Sales Invoices are created and submitted for approval in Xero
  • ApprovalMax pulls these Sales Invoices including all relevant details and starts the multi-step approval workflow as defined for them in ApprovalMax
  • The respective managers get notified that their approval is required, and make their decision
  • When all approvals are in place, the Sales Invoice status is changed to “Authorized” in Xero and the Sales Invoice is moved to the “Approved” list
Learn how to set up approval workflows for Xero Sales Invoices.

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