ServiceM8 + Xero
Generate Xero sales invoices when jobs are completed in ServiceM8
Efficiently manage your invoices with this streamlined process. When a job is completed in ServiceM8, an invoice will be created in Xero, simplifying your financial records and saving you valuable time. This automation provides a swift solution to invoice management, ensuring your bookkeeping is always up-to-date.
Efficiently manage your invoices with this streamlined process. When a job is completed in ServiceM8, an invoice will be created in Xero, simplifying your financial records and saving you valuable time. This automation provides a swift solution to invoice management, ensuring your bookkeeping is always up-to-date.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail
