Can invoices be edited after payment is made?

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• Who should create Sales Orders and Invoices?

  Typically: Sales team creates Sales Orders in Zoho CRM Accounts team reviews invoices in Xero Payments are managed only in Xero This ensures proper role separation and data accuracy.

• Can users create invoices manually in Zoho CRM?

  Yes. Users can: Create invoices directly from the Invoice Module, or Generate invoices from a Sales Order Both methods will sync the invoice to Xero automatically.

• Does deleting an invoice in Zoho CRM delete it in Xero?

  No. For accounting safety: Invoices should not be deleted once synced Any corrections should be made using credit notes or invoice voiding in Xero

• What is the primary purpose of this application?

  The application is designed to: Create invoices in Zoho CRM Update existing invoices Manage sales orders Sync invoice and payment data between Zoho CRM and Xero

• Can multiple users use this system at the same time?

  Yes. Multiple users can: Create Sales Orders Generate invoices View payment status All data remains synchronized across Zoho CRM and Xero.