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How to stop pulling Sales Invoice requests from Xero

Updated over 2 months ago

There are two ways of creating Sales Invoices in ApprovalMax:

  1. By pulling Sales Invoices with the Awaiting Approval status from Xero

  2. By creating Sales Invoices directly in ApprovalMax

If you have first option turned on and now want to stop pulling Sales Invoices from Xero, you need to disable this feature in the Sales Invoice workflow.
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This is how it works:
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Open the Sales Invoice workflow and remove the Requester in the Pulling from Xero section. Then click on UPDATE THE WORKFLOW:
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If you don't want to use Sales Invoice approvals at all, then just deactivate the Sales Invoice workflow:
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