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How Auto-Invoicing works with Key Dates
How Auto-Invoicing works with Key Dates

Start dates you assign to services using Key Dates will be used to drive the addition of those services to invoices (using Auto-Invoicing).

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

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.

Learn more about setting up auto-invoicing for Xero here and QuickBooks here.

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 in the chat box below! 😃

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