teamgate.com

Create the invoice when winning the deal. In the line "create Xero invoice" move the slider to "Yes", fill all the necessary details and click "Yes".

create-xero-invoice-won-deal-teamgate.png

Fill all the fields necessary and click Save.

xero-invoice-when-the-deal-is-won-Teamgate-CRM.png

1. <a href="https://help.teamgate.com/en/articles/8270447">How to connect Xero to Teamgate?</a>

2. <a href="https://help.teamgate.com/en/articles/8270448">How to use Xero and Teamgate integration?</a>

3. <a href="https://help.teamgate.com/en/articles/8270449">How to create an invoice in Xero after winning the deal?</a>

How to create an invoice in Xero after winning the deal?

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