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  • September 23, 2020 11:46
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  • How to connect Xero to Teamgate?
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How to create an invoice in Xero after winning the deal?

 

Create the invoice when winning the deal. In the line "create Xero invoice" move the slider to "Yes", fill all the necessary details and click "Yes".

won-deal-xero-teamgate-integration.png

create-xero-invoice-won-deal-teamgate.png

 

Fill all the fields necessary and click Save.

xero-invoice-when-the-deal-is-won-Teamgate-CRM.png

 

Related articles:

1. How to connect Xero to Teamgate?

2. How to use Xero and Teamgate integration?

3. How to create an invoice in Xero after winning the deal?

 

 

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