Timing of approved invoice being created from Sales Order

This feature was added in VINX2 Version 5.1.4

A new configuration is available in the Sales Order console that gives you the choice of when you want to raise the invoice in Xero.There are three options for invoice approval mode:

  • Manually approve – in this mode, you need to manually approve the Sales Order by changing the Status to Approved and you need to provide the Invoice Date.
  • Approve on fulfillment – the Sales Order status is automatically set to Approved on the dispatch that fulfills the Sales Order and the Invoice Date is set to the fulfillment date.
  • Approve and sync on fulfillment – the Sales Order status is automatically set to Approved on the dispatch that fulfills the Sales Order and the Invoice Date is set to the fulfillment date, and then gets synced to Xero. This mode is only available if account integration is enabled.

To set this configuration, navigate to Accounts – Sales Orders then click on Configure Settings button.

Configure settting

A Sync All Approved button is now available in Accounts – Sales Orders screen which will sync all approved Sales Orders. This button is only available if account integration is enabled.

Sync all approved button

 

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