If you wish to use Pro Forma invoices with your Xero and Kolleno integrations, you will need to:
1) Contact your Kolleno account manager to enable the synchronization of DRAFT invoices
2) Mark the invoice as DRAFT in Xero.
Pro Forma (Draft) invoices from Xero
Using Pro Forma from Xero thanks to the DRAFT status.
Written by Kolleno Support
Updated over a year ago