Once a signature is received in DocuSign the status in Xero then changes to awaiting payment. Once an invoice is sent and accepted by the client the status changes to ‘Awaiting Approval’, this then triggers the sync so that this document can then be signed within the DocuSign platform. In the case of invoices, there are only certain statuses that trigger the sync within the DocuSign + Xero integration. With Xero’s invoicing feature, you can simply generate digital invoices to send directly to clients for eSignature approval and payment. With these steps, you can streamline your accounting process and take advantage of the free DocuSign + Xero integration exclusively through Amaka’s partnership with DocuSign. Activate the integration, and the sync will start running after 15 minutes.Customize the integration for your Xero documents by choosing from a range of signers, envelope-specific settings, and notifications.
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