Amelia + Xero Integration question

[dmjarvis]

I am looking at the Amelia + Xero integration for a WordPress site we are going to start building soon. Can you confirm whether the integration allows any form of conditional logic to help generate invoices via Xero sub-accounts? For example, we will have multiple 'agents' on our website who will be using Amelia to sell appointments in their clinic. Each clinic would need the purchase to trigger a Xero invoice, but the invoice needs to get assigned to the Xero sub-account appropriate for that agent. I hope this makes sense.

 

[ArshilAhmad]

Hi @dmjarvis,

You can add a Router to your workflow with multiple routes. In each route, add the sub-account associated with a different agent. You can also assign agents on a round-robin basis if that’s what you need.

 

[dmjarvis]

Thank you