Enhanced Invoice Notes Integration with Xero
Description:
Added details to the integration between Formitize and Xero, specifically focusing on the transfer of invoice notes. Currently, notes added to invoices in Formitize do not get transferred to Xero invoices.
User's Requirement:
Users who utilise both Formitize and Xero for their invoicing and accounting processes require the notes on Formitize invoices to be accurately and automatically transferred to Xero. This functionality is essential for maintaining consistent records and for reference purposes when customers inquire about specific invoice details.
Status: In Review
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