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Compass and Xero automations — Documents

Ready-made scenarios where Compass and Xero work for you (documents): pick one — a copy appears in your account and runs on its own.

5 scenarios

Invoice to the customer right after the order, issued and sent automatically
Invoice intake with reading, risk checks and approval
Invoices from email into accounting, with approval
Invoice and customer email, right after the request
Emailed invoices — into your books, automatically