Integrations (Xero, MYOB, QBO)
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      How to change the status of an invoice when synced to your accounting package

      Would you like to change the status of your sales invoices when synced with your Accounting Package? Follow the below five steps to set your status

      Step 1 - Navigate to ADMIN in the left-hand toolbar

       

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      Step 2 - Navigate to the ACCOUNTING tab on the top toolbar

       

      Screenshot 2023-07-12 at 15.56.25

       

      Step 3 - Scroll down to the ACCOUNTING INTEGRATION and select your accounting integration. PLEASE NOTE - You must have your accounting integration set up for this step. If you still need to establish your integration, please click here.

       

      Screenshot 2023-07-12 at 15.56.38

       

      Step 4 - Select the desired invoice status from DRAFT, SUBMITTED & AUTHORISED. When syncing your invoice, your invoice will now adhere to any rules set for the status in your accounting package.

       

      Screenshot 2023-07-12 at 15.57.15

       

      Step 5 - Click Save.