Core workflow questions
These answers cover the most common questions about how Xero Auto-Sent fits into a ServiceM8 to Xero invoicing workflow.
Why are Xero auto-reminders not sending?
Xero auto-reminders may not send if the invoice is still shown as unsent in Xero. One common cause is a workflow where the invoice was first sent from ServiceM8 and later approved into Xero.
Why is the invoice still showing as unsent in Xero?
If the first unpaid invoice was sent from ServiceM8, Xero may still keep that invoice in an unsent status after approval. When that happens, reminders and related automations may not continue normally.
What happens when the invoice is first sent from ServiceM8?
This is the workflow Xero Auto-Sent is built for. The customer receives the first invoice from ServiceM8, then the invoice is approved into Xero, where the sent status may still need to be updated for reminders to run properly.
Can Xero Auto-Sent help Xero reminders run?
Yes, for eligible ServiceM8-first workflows it helps qualifying invoices be marked as sent in Xero so reminder follow-up is more likely to continue as intended. It is designed for that specific handoff between ServiceM8 and Xero.
Setup and operation questions
These answers explain when the add-on runs, what triggers it, and how it behaves during normal use.
Does emailing an invoice from ServiceM8 trigger Xero Auto-Sent?
No. Emailing an invoice from ServiceM8 on its own does not trigger the add-on. The workflow starts after the invoice or job is approved into Xero from ServiceM8.
When does Xero Auto-Sent run?
It runs after the invoice or job is approved to Xero from ServiceM8. Once connected and enabled, it works in the background and you do not need to keep the dashboard open.
Do I need to keep the dashboard open?
No. After setup, the add-on continues to process the supported workflow in the background. Refreshing the dashboard only updates what you see; it is not the trigger for invoice processing.
What if the invoice does not appear in Xero immediately?
Xero Auto-Sent checks and then retries in the background. If Xero is still syncing the invoice, it can take a short time before the invoice is available and the sent status can be updated.
Support and account questions
These answers cover common account, removal, and billing questions.
How do I disconnect or stop using the add-on?
You can disable automation or disconnect Xero in the add-on first, then remove the add-on in ServiceM8 Add-ons if you want to stop using it completely. If needed, connected-app access in Xero may also need to be removed separately there.
How is billing handled?
Billing is managed through ServiceM8. When you remove the add-on from ServiceM8, billing ceases through that ServiceM8-managed path.
Does this replace my normal ServiceM8 or Xero workflow?
No. Xero Auto-Sent is designed to support one specific part of the workflow. It helps close the sent-status gap between ServiceM8-first invoicing and Xero reminder automation.
What should I check before contacting support?
Check that Xero is connected, automation is enabled, the invoice was approved into Xero rather than only emailed from ServiceM8, and the invoice exists in Xero. If you still need help, include the relevant job or invoice reference when contacting support.
Go deeper
Need more than a quick answer?
Use the reminder-specific guide if the main issue is that reminders are enabled but not sending, or use the help and troubleshooting pages for setup and diagnostics.
Support
Need help with your workflow?
Contact support if you want help confirming whether Xero Auto-Sent is the right fit for the way your invoices move from ServiceM8 into Xero.