Create sales invoices in Xero for new HoneyBook projects
Streamline your invoicing process with this workflow that seamlessly connects HoneyBook and Xero. When a new project is booked in HoneyBook, a sales invoice will be created in Xero, ensuring accurate and timely billing for your services. Save time by automating this critical step, allowing you to focus on delivering excellent results for your clients.
Streamline your invoicing process with this workflow that seamlessly connects HoneyBook and Xero. When a new project is booked in HoneyBook, a sales invoice will be created in Xero, ensuring accurate and timely billing for your services. Save time by automating this critical step, allowing you to focus on delivering excellent results for your clients.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number