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How can I specify instructions for Xero Sales Invoice Requesters?

Updated over a month ago

Organisation Administrators can provide a message that will be shown to Requesters during Sales Invoice creation.

This is how you set up instructions for Sales Invoice Requesters

  • Select your Organisation in the main menu and go to Approval workflows under Workflows and settings:

  • Open the Sales Invoice workflow:

  • Click on the Gear icon and scroll down:

  • Type in the message that will be shown to Requesters when they create a new Sales Invoice. If you don't want Requesters to see any instructions, then leave this field blank.

  • Apply your settings by clicking on SAVE in the upper right-hand corner of the Workflow Settings window and update/activate the workflow.



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