How can I configure the PDF file of a Sales Invoice that will be sent to the client?

During Sales Invoice creation, the Requester selects a Theme. After the Sales Invoice's approval, a PDF file will be generated based on this Theme.
​
​

​

Themes are configured in Xero and picked up by ApprovalMax.
​

​

If you want to change a Theme in Xero, go to Organisation settings > Invoice settings.
​

​

You can also upload your own DOCX template.
​
​

​

​

​

For more details please refer to Xero's Create an invoice template.

​

​

​