Invoicing and payments
Credit note approved in Filmo → approve its draft in Xero
When you approve in Filmo a credit note that is a draft in Xero, also approves it in Xero with the same number it has in Filmo. A document already approved in Xero is left unchanged; if it is missing from Xero or its total no longer matches, the workflow fails with the reason and notifies you.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Invoicing and payments |
| Starts with | Credit note validated |
| Integrations used | Xero |
| Steps | 1 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Approve credit note in Xero | Approve the credit note in Xero |
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