Sending orders to Xero's draft, approved or paid section
Sending orders to Xero's draft, approved or paid section
Overview
In this guide, we will show you how automatically send sales orders to Xero's draft, approved or paid sections.
Before you start
Before you can automate the status of your sales orders in Xero, you will need to connect your Xero account with Expandly. Click here for instructions.
Steps
1. On the Configure Xero page (Settings>Xero), head to the Map Sales Channels section (top).
2. Under 'Status' select from the following drop-down options:
Draft - invoices go to Xero's draft section for you to approve in Xero
Approved - invoices go into Xero's approved section for you to sent to 'Paid' in Xero
Paid - invoices go straight into Xero's paid section
3. Once finished, click
Need more help?
If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.
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