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Pushing Notes into Xero

Updated over 2 weeks ago

How to have your CreditorWatch Collect notes added into Xero.
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Whenever a note is added to a contact or an invoice, a copy of that note will also be pushed to Xero.

  1. Sign into your CreditorWatch Collect account,

  2. Click your business name then,

  3. Select Settings.

Choose Integrations (shown below)

Screenshot 2023-11-21 at 8.57.40 am.png


5. Click Updates Settings

Screenshot 2023-11-21 at 8.59.05 am.png

6. Check the Push notes to Xero box then,

7. Click Update
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Screenshot 2023-11-21 at 9.00.18 am.png

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