This article explains how the invoice notes field can be used to populate the reference field in Xero
Please note: At this time this feature needs to be turned on by Cloud Depot for you
Autotask provides the capability to add notes to your invoices, and our synchronization feature ensures that these notes can also be integrated into your reference field.
When will the invoice note be applied?
If the option to use the PO number as the reference field in Xero is activated, it will take priority. However, if the PO number field is left blank, the invoice note will be used in its place.
