Milestone Invoices (Xero)

If you need to collect an Invoice from your Applicants within a Milestone, and want this to automatically push through to Xero via your Xero integration, follow the steps below.

When you are setting up your Milestone Template, you will want to add a "File Upload" field so that Applicants can upload the invoice into the system.

Ensure you have ticked the "Is an invoice" field - this is what enables it to push through to Xero as an attachment.

You can learn more about syncing Milestones via the Xero integration here.