Reply To: Send Invoice on Payment Completion

#8631
Peter Lloyd
Keymaster

Hi Luke

I double-checked with the developers and you can almost do what you want by selecting the settings in the picture below.  The only difference is it doesn’t wait until payment is made to send the invoice which doesn’t matter if you take immediate payment (as both the order and payment go through leaving the woo order status as processing) but if by bank transfer then the invoice will be in Xero before you receive the payment, which is correct from an accounting point of view as you can see any unpaid for sales. You also have the option of manually sending the orders and payments to Xero in batches by ticking the boxes in the order screen which gives you exact control over it. 

1. Invoice – send on creation
2.  Payment – send automatically

http://prntscr.com/qdvw43

Thanks
Pete