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Archives: Knowledge Base

September 28, 2021September 28, 2021

How to use workflows with Xero repeating invoices?

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September 26, 2021September 27, 2021

Known Limitations with Xero’s Invoicing API

Xero has come a long way since it first started out in 2006. While it has grown exponentially since then, their […]

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September 20, 2021September 27, 2021

How to setup a workflow?

Step Step 1 Create a Workflow Navigate to the Workflows screen and click on the Create a Workflow button. Step […]

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September 20, 2021September 20, 2021

What is a worfklow?

A Workflow is a series of automated actions designed to simplify your invoice scheduling needs. A Workflow requires you to define your  […]

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September 9, 2021September 20, 2021

How to send an invoice to more than one contact?

Step Step 1 Navigate to the contacts screen and click on the pencil icon under the Action column. Step Step […]

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September 9, 2021September 9, 2021

What can you do with contacts?

On the Contacts page,  you have the ability to Quickly lookup a customer by using the search bar. Simply type […]

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June 15, 2020June 15, 2020

Compatible Browsers

The Invoice Away app has the best compatibility with the latest versions of the Google Chrome browser. Firefox and Safari […]

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August 18, 2019May 30, 2021

What is the refresh button for?

When navigating the Invoices section, you will notice that we have a refresh button on the left side of the […]

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August 18, 2019June 13, 2021

What placeholders are available for use in my template?

When setting up a template, you can access the Xero placeholder tags by creating a text block or by clicking […]

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August 11, 2019May 29, 2021

How do I create a template?

This guide refers to constructing email templates via the email template editor in Invoice Away. To get started, click on […]

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