Create sales invoices in Xero from new appointments in Bookly
Streamline your appointment-based business operations using the Bookly and Xero integration. With this workflow, each time a new appointment is scheduled using Bookly, a sales invoice is instantly prepared in Xero. Not only does this help in keeping financial records accurate, but it also offers seamless revenue tracking, saving you valuable time and reducing possible errors. This is an ideal solution for service businesses looking to automate their billing process.
Streamline your appointment-based business operations using the Bookly and Xero integration. With this workflow, each time a new appointment is scheduled using Bookly, a sales invoice is instantly prepared in Xero. Not only does this help in keeping financial records accurate, but it also offers seamless revenue tracking, saving you valuable time and reducing possible errors. This is an ideal solution for service businesses looking to automate their billing process.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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