Create sales invoices in Xero for new documents sent in PandaDoc
Experience a streamlined workflow between PandaDoc and Xero by initiating the creation of a sales invoice in Xero every time a document is sent in PandaDoc. This automation not only saves you time but also ensures accuracy and consistency in your invoice records. Efficiently reduce manual data entry and focus more on expanding your business with this reliable and seamless process.
Experience a streamlined workflow between PandaDoc and Xero by initiating the creation of a sales invoice in Xero every time a document is sent in PandaDoc. This automation not only saves you time but also ensures accuracy and consistency in your invoice records. Efficiently reduce manual data entry and focus more on expanding your business with this reliable and seamless process.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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