We send all our invoices to customers from WorkGuru, but when they arrive in Xero they show as not sent. That means our unsent list in Xero fills up with invoices that have already gone out, and someone has to open each one and tick the "Sent" box by hand to keep it tidy.
Ive actually got Claude doing this as a task but my computer needs to be logged in and connected to xero
Xero's API has a SentToContact flag on invoices that can be set when the invoice is created or updated. Is it possible for the integration to set this flag, either automatically or as an option in the integration settings? Ideally it would apply when the invoice is sent from WorkGuru, or simply when it's pushed to Xero.
If this isn't available now, could you log it as a feature request and let me know if there's a workaround in the meantime?
We send all our invoices to customers from WorkGuru, but when they arrive in Xero they show as not sent. That means our unsent list in Xero fills up with invoices that have already gone out, and someone has to open each one and tick the "Sent" box by hand to keep it tidy.
Ive actually got Claude doing this as a task but my computer needs to be logged in and connected to xero
Xero's API has a SentToContact flag on invoices that can be set when the invoice is created or updated. Is it possible for the integration to set this flag, either automatically or as an option in the integration settings? Ideally it would apply when the invoice is sent from WorkGuru, or simply when it's pushed to Xero.
If this isn't available now, could you log it as a feature request and let me know if there's a workaround in the meantime?
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