The invoice was emailed but not approved
The add-on should not process it yet. It starts only after the job or invoice is approved to the connected accounting package from ServiceM8.
The invoice was approved but not marked sent immediately
The add-on checks immediately and then retries automatically in the background. If Xero is still syncing the invoice, it can take a short time before the invoice moves out of unsent status and Xero reminders or related automations can behave as intended.
The dashboard mentions session expiry
Reopen the add-on from ServiceM8. This refreshes the add-on page session and restores dashboard actions.
Xero is connected but nothing is happening
Check that automation is enabled, the invoice was actually approved or exported to Xero, the invoice exists in Xero, and Xero is not still holding it in unsent status.
- Confirm Xero is still connected.
- Confirm automation is enabled.
- Confirm the invoice was approved to Xero, not only emailed from ServiceM8.
- Confirm the invoice exists in Xero.
- Confirm the invoice is no longer shown as unsent in Xero after processing.
- The invoice exists in Xero but still does not move after a reasonable wait.
- You are seeing repeated “needs review” outcomes.
- The add-on cannot reconnect to Xero.
- You want help confirming whether the workflow is the right fit for your account setup.
Looking for the reminder-specific cause?
If your main symptom is that Xero reminders are enabled but not being sent, start with the reminder-focused guide before assuming it is only a settings issue.
Related guide
Why Xero auto-reminders may not be working
See the ServiceM8-first workflow issue that can leave invoices unsent in Xero and stop reminder automation from continuing normally.
Support
Need help with a specific job or invoice?
If needed, contact support and include the affected job number or invoice reference so the issue can be reviewed more quickly.