Create a Xero invoice for a new placement
A new placement prepares its own invoice and creates it in Xero.
When a placement is recorded, an agent prepares the invoice from the placement, then Xero creates it.
Trigger
Placement created
Runs when a new placement is recorded.
- 1
Agent step
Prepare invoice details
The agent pre-fills the description, client, and fee from the placement.
- 2
Step
Create the invoice
Xero creates the invoice for that client and amount.