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

• Related Articles

• 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 ...

• 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 ...

• How to Send Invoices Through Xero from Salesforce

  This article explains how to send an invoice from Salesforce to Xero using an automated flow and the SFX Apex action. Once triggered, the invoice will be sent through Xero, and the “Sent to Contact” status will be updated back in Salesforce ...