Notify clients of new invoice payments in Xero, find contract in Business Pilot, and send email via Outlook
Notify clients of new invoice payments in Xero, find contract in Business Pilot, and send email via Outlook
Send invoice payment notifications to clients when a new sales invoice is created in Xero. Find relevant contracts in Business Pilot and communicate via Microsoft Outlook for timely payment collection and improved cash flow.
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Overview
Send invoice payment notifications to clients when a new sales invoice is created in Xero. Find relevant contracts in Business Pilot and communicate via Microsoft Outlook for timely payment collection and improved cash flow.