When you first set up ScaleXP Invoicng, you will have chosen between two invoice status settings:
- “Finance Team” which creates invoices in draft status for approval by finanance or
- “Sales Team” which creates invoices in final approved status in Xero.
You can swtich between these settings at any time.
Just go to your Invoicing Dashboard: https://app.scalexp-invoicing.com/preferences and change your selection.
