XPH - Invoice details updated when invoice changed in Xero Blue
Can invoice details from Xero Blue be visible in Xero Green please. Draft invoicing is done by staff in Xero Green (XPM) and once approved at the Director level, is moved to Xero Blue for final invoice creation and sending to the client. There are some recurring invoices/company secretarial invoices that are done directly in Xero Blue so we can see in Xero Green that an invoice has been done, so it's definitely linked somehow, but we can't see any detail of the invoice, which is unhelpful when staff are trying to keep up with invoicing and ensure that we're not doubling up on charging for services already invoiced.
Ochie Butcher
shared this idea
Thanks for sharing this idea Ochie, and for explaining how seeing invoice details in Xero Green could help your team avoid duplicate billing 🙂 It’s now open for the community to show their support through votes and comments. If this would help your practice too, please add your vote and share how you’d use it. Hearing from others helps us understand the wider need.
