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  5. Automatically Send Invoices from Xero once they’ve been approved by ApprovalMax

Using Zapier

It is not yet possible for ApprovalMax to email invoices to customers.

This Zap could be used alongside ApprovalMax so that whenever a sales invoice is approved and the status of the invoice is updated in Xero, the ‘Action’ step ‘Send Sales Invoice By Email in Xero’.

The ‘New Sales Invoice’ trigger for Xero is a little deceiving. What it actually means is ‘New Sales Invoice for Status’.

What it doesn’t mean is ‘Updated’ invoice. So this will only occur once.

If you only wanted invoices to be sent for certain types of invoice, or certain customers, then you could use a filter in between to specify the conditions of the invoice for which you would want them to be automatically sent.

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