Automatically email Xero Sales Invoices created in ApprovalMax
For Sales Invoices created directly in ApprovalMax you can configure an email that will be sent to the customer upon the final approval. This email is triggered if the checkbox for "Automatically email approved Sales Invoice" has been ticked, either manually by the Sales Invoice Requester or automatically.
The Sales Invoice Requester is responsible for this procedure. To initiate the process, they need to fill in the email form located at the bottom of the Sales Invoice creation form.
A PDF document generated by Xero after the final approval as well as any attachments that have been added to the email form (see the Attachments to Client section) will be sent with that email:
Such Sales Invoices will be emailed to the customer as soon as the approval process has been completed successfully.
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