How do I attach the Batch report to a Xero Invoice

How do I attach the Batch report to a Xero Invoice

When you close a batch – the system prompts you to Post the Batch (providing the customer is set to AR Batch and you have Xero setup for this store and linked)

When MCP (MyCleanPOS) sends the Batch invoice to Xero it also sends the PDF batch report to Xero as an attachment to the Batch invoice.

In Xero if you click on the customer and then click on the Batch invoice

click on email

click on ‘Include files as attachments’

This will ad the PDF to the invoice as an attachment. The customer can then see the details of each invoice on the batch and click on the invoice number (Hyperlink) and it will open the actual invoice at the customers end.