Add Dispatch invoices from new invoices in Xero
When this happensStep 1: New Sales Invoice
Then do thisStep 2: Create or Update Invoice or Estimate
Are your back offices invoices buried and difficult to access? Using Zapier you can deliver them right into the hands of your field technicians. After this automation is set up, new invoices added to Xero will be automatically passed into Dispatch, allowing them to obtain the customer signature once the work is done!
How this Xero-Dispatch integration works
- A new invoice is added to Xero
- Zapier creates the corresponding Dispatch invoice