A separate series of invoice numbers for each entity is supported by SFX, however, the invoice numbering should be managed in Salesforce.

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• The invoice numbers for each billing entity follow a different series. We generate invoices in bulk at the month-end. During the invoice generation, would SFX be able to create copies of the invoices and generate auto invoice numbers?

  A separate series of invoice numbers for each entity is supported by SFX, however, the invoice numbering should be managed in Salesforce. This can be achieved by Object mapping feature of SFX

• Our typical invoice consists of the following components. We would like to understand from which database does the information flow into the invoice?

  S. No. Details on the invoice Available in Xero or SF? Response as per SFX functionality 1. Our billing entity’s Sales Tax Number (VAT/GST etc), registration number Xero From Xero 2. Our billing entity’s company name & address Xero Salesforce & Xero ...

• SFX Release Notes 2.40

  SFX Release Notes Greetings, SFX users! We are excited to announce SFX updated version 2.40, which we released in November 2025. The latest version promises higher performance and improved security features. What’s New? We’ve have launched the ...

• We would like to ensure that the invoice numbers are populated from the last previous invoice no. in each specific Xero entity. Is this possible?

  Yes this is possible

• SFX Setup - default settings

  <SFX Setup> tab allows you to manage the below Configure Xero default Account/Tax/Payment mapping Add Multi-Xero orgs Sync Xero Invoices Sync Credit Notes Sync Salesforce Products to Xero Sync Configuration Configure Xero default Account/Tax/Payment ...