Create Xero sales invoices from newly approved documents in Zomentum
The template will create a Xero invoice with the line item details (description, price, and quantity) whenever a new document is approved in Zomentum.
The template will create a Xero invoice with the line item details (description, price, and quantity) whenever a new document is approved in Zomentum.
- When this happens...Document Approved
Triggers when to get items details for the approved document.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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