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How does the approval of Xero Sales Invoices work?

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


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