Invoicing and payments
Invoice created in Filmo → send it to Xero as a draft
When an invoice is created in Filmo, sends it to Xero as a draft with its customer, lines grouped by tax and due date, even if it is already validated in Filmo, and links it. Then, approving it in Filmo also approves it in Xero, or the accountant can approve it in Xero and it becomes approved in Filmo. Repeating the action does not create a duplicate.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Invoicing and payments |
| Starts with | Invoice created |
| Integrations used | Xero |
| Steps | 1 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Send invoice to Xero as a draft | Send the invoice to Xero as a draft |
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