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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.
Source: @ricosystems on x.com ·
Steps
  1. Open Xero in the agent session while you watch.
  2. Paste or point to the email that states the fee.
  3. Require a preview of amount, tax and address before send.
  4. You approve send; keep the agent off refunds and bank changes.

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