Business & Sales · Hark
Have Hark prepare and send a Xero invoice from your email thread
In Xero, draft an invoice for the work described in [EMAIL/THREAD]. Fill: client, billing address, line items, tax, due date. Show me the draft. Do not send until I say “send”. After send, paste the invoice number and PDF link here.
Steps
- Open Xero in the agent session while you watch.
- Paste or point to the email that states the fee.
- Require a preview of amount, tax and address before send.
- You approve send; keep the agent off refunds and bank changes.