How to connect your Xero account with Proposify to generate invoices
Connect your Xero account and you’ll be able to generate tailored invoices like most of our other billing integrations. But here’s the really cool part: You can specify a percentage of your proposal to invoice your client!
Here’s how it works. When your client accepts a proposal you’ll be asked to generate an invoice - it won’t do it automatically.
You can also see a Xero button in the snapshot view when your proposal is accepted.
From here, you choose an account from your list in Xero, and a percentage of the budget to invoice.
Once your invoice is created you can view a PDF or link right to the invoice in Xero so you can adjust and send it!