Create sales invoices in Xero when new proposals are signed in Better Proposals
Simplify your sales process with this workflow. When a proposal is signed within Better Proposals, it will immediately prompt the creation of a sales invoice in Xero, saving you the manual entry. This will ensure your accounting records are always up-to-date and accurate, letting you focus on your business's growth.
Simplify your sales process with this workflow. When a proposal is signed within Better Proposals, it will immediately prompt the creation of a sales invoice in Xero, saving you the manual entry. This will ensure your accounting records are always up-to-date and accurate, letting you focus on your business's growth.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItOrganizationRequired
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Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
OrganizationRequired
Status
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