If you have enabled Auto-Invoicing within your Xero or QuickBooks integration settings, GoProposal will drive monthly invoices through to Xero or QuickBooks each month.
This means that if there needs to be changes to those invoices, for example when you produce a renewal, you can automatically overwrite them when creating a proposal.
How does this tie in with Key Dates?
If you are using the Key Dates feature in combination with auto-invoicing then you can take automation a step further..
Services will only be added to monthly invoices in accordance with the start date assigned to them according using key Dates.
If you have any questions, please reach out to us! 😃