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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