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ApprovalMax for Xero
Sales Invoice approval
Are audit reports sent to the customer with the Sales Invoice?
Xero has 2 types of attachments for Sales Invoices:
Those to be sent with the Invoice
Those not to be sent with the Invoice
ApprovalMax attaches PDF audit reports as "Those not to be sent with the Invoice". So you will not send an audit report by mistake when you click "Email" and send an Invoice to the customer.
Updated: 02 Mar 2019 02:00 AM
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Can I download multiple audit reports in a single archive?
Why are audit reports sometimes not attached to the Xero document?
How can I configure the PDF file of a Purchase Order that will be sent to the customer?
Accrual report .CSV file for Xero Manual Journal entry
How does the approval of Xero Sales Invoices work?
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