Hi there,
Our Breww invoices arrive into Xero as drafts. We then have to approve them and send them out manually. Is there a way of automating this process? We prefer to send them from Xero as the software tracks when the customer has opened the invoices.
Thank you.
Hi Olivia
In Dashboard > Integrations > Accountancy integrations > Xero there is an ‘Extra option’ to upload invoices as drafts, check whether you have this ticked.
In terms of ensuring customers are not double invoiced, you may have to turn off the auto invoicing email through Breww which can be found in Dashboard > Settings > Order/invoice settings int he section ‘Invoice issuing settings’