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How auto-invoicing works with Key Dates

Understand how Key Dates interact with auto-invoicing when using Xero or QuickBooks integrations in GoProposal.

Written by Russell Henderson

If you enable auto-invoicing in your Xero or QuickBooks integration settings, GoProposal automatically sends monthly invoices to your accounting platform.

When you create a renewal or make changes, you can overwrite existing invoices by generating a new proposal.

How Key Dates affect auto-invoicing

When you use Key Dates with auto-invoicing, the system only adds services to invoices based on their assigned start date.

This means:

  • Services won't appear on invoices before their start date

  • Automation ensures accurate billing without manual adjustments

See also

Set up auto-invoicing from GoProposal to Xero

Set up Auto-Invoicing from GoProposal to QuickBooks

How to set up and use Key Dates

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