How can I specify instructions for Xero Sales Invoice Requesters?

How can I specify instructions for Xero Sales Invoice Requesters?

An Organisation's Administrator can provide a message that will be shown to Requesters during Sales invoice creation.

This is how instructions for Sales Invoice Requesters can be set up: 

  • Select your Organisation in the main menu and open Approval Workflows under Workflows And Settings:


  •  Click on 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.

  • Update/activate the workflow to save your settings.


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