Invoicing and payments
Filmo credit note draft approved in Xero → approve it in Filmo
When the accountant approves in Xero a credit note that Filmo sent as a draft, marks it as approved in Filmo with the next number in its Filmo series and the date assigned by Xero, and writes that number to Xero too, without issuing it again. Documents originating in Xero do not trigger this workflow: they are recorded by “Credit note created and approved in Xero → record it in Filmo”. Any mismatch causes the workflow to fail with the reason and notify you.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Invoicing and payments |
| Starts with | Filmo credit note draft approved in Xero |
| Integrations used | Xero |
| Steps | 1 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Approve in Filmo the credit note approved in Xero | Approve the credit note in Filmo with its number and the date from Xero |
Was this page helpful?