How to automatically email Sales Invoices created in ApprovalMax to a Client (Xero)

For Sales Invoices created directly in ApprovalMax, the platform offers the functionality to configure an email that will be sent to the Client once a Xero Sales Invoice has been fully approved. This email is triggered if the checkbox "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 out 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 Client as soon as the approval process has been completed successfully.

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