Procore Sales Workflow for Xero

Head Contract/Prime Contract (Procore to Xero)

Note: Head Contract is used in this article, and is the same as Prime Contract

When you wish to invoice your client , you will need to create a Head Contract Progress Claim in Procore. Follow your normal process to create a Head Contract Progress Claim. Once the status reaches Approved , the integration will send it to Xero as a Sale in draft/waiting approval.

Updated on February 19, 2021

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