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Approving Invoices to Xero as Draft or Awaiting Approval/Payment
Approving Invoices to Xero as Draft or Awaiting Approval/Payment

Xero allow the option of approving invoices as draft or awaiting Approval/Payment

Brian Carolan avatar
Written by Brian Carolan
Updated over a year ago

When publishing invoices to Xero there is the option of approving invoices there in one of 3 ways:

  • Draft

  • Awaiting Approval

  • Awaiting Payment

How does this work?

To select the format, please do the following:

  1. Click on the Integrate button, located on the left-hand side of your company homepage.

  2. Select the option for both Purchase and Sales invoices from the drop down menus. Don't forget to click Save!

Additional Information

On this page you can also select:

  • To disconnect from Xero if necessary.

  • Re-Sync Xero Data (if major changes are made in Xero, this will pull through the updated data from Xero).

  • Allow Duplicate invoices to be approved to Xero (over-ruling our duplicate check).

  • Turn on/off billable expenses feature (tracking by customer).

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