What is auto-invoicing?
When you integrate Xero with GoProposal, accepted proposals send invoice details to Xero. By default, the system creates invoices as drafts for approval.
Enabling auto-invoicing means GoProposal will automatically generate monthly invoices in Xero, including any updates made in GoProposal.
Step 1 - Enable auto-invoicing
In GoProposal, go to Settings and select Integrations.
On the right-hand side, choose your preferred invoice trigger:
Select Auto-invoicing from GoProposal to enable this feature.
Repeating invoices in Xero:
After a client accepts a proposal, the Xero created the first invoice as a draft.
Approve and set it as recurring in Xero.
If switching from auto-invoicing to repeating invoices, remove any invoices from the All Repeating tab in GoProposal to avoid duplicates.
Auto-invoicing from GoProposal:
GoProposal automatically generates monthly invoices in Xero.
Any changes in GoProposal update the invoice in Xero.
Step 2 - Configure invoice status
Choose whether you send invoices to Xero as Draft or Approved
To email invoices automatically to clients, tick Automatically email monthly invoices to clients
Set the day of the month to send invoices in Integration settings
To send the first invoice on the proposal acceptance date, tick Send the first monthly invoice on the date of acceptance. If the proposal has a future start date, the system sends the first invoice in that month
Save your settings
Click Save to apply your changes.
Using auto-invoicing after setup
Every proposal accepted with a monthly amount will send invoices to Xero automatically
Ensure each proposal has an assigned or created Xero contact
Use the Invoices dashboard in GoProposal to view all invoices sent to Xero
The Repeating tab shows all recurring invoices
You can:
Edit client details (for example, address or email) and sync changes to Xero
Delete invoices to stop them from repeating using the bin icon
Important notes
The system doesn't automatically add proposals signed before enabling auto-invoicing
The changes apply only to proposals created after enabling auto-invoicing
Repeating invoices continue until cancelled or replaced by a new proposal
To replace an existing invoice, select Replace repeating invoice when creating a new proposal and enter the previous proposal ID
The system sends one-off invoices separately and follows the status settings in your Xero integration page
Monthly invoices align with service start dates set using Key Dates
See also
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