Creating a Bill (Expense) from Salesforce

You can create a Bill (Expense) directly from any object within Salesforce.
To do this, follow the steps below:

Step 1: Create a Xero Custom Object Mapping

Go to the Xero custom object mapping tab in salesforce.

Click on [ New ] button to create you first record

The layout is divided into multiple sections, such as Basic Mapping, Bill, Bill line item, Purchase Order, Quote, Project, Item, Repeating Bill and Log.

The below section refers to Basic Mapping 

 Enter the details of the header object, child object and related lookup fields. In this case our Bill header object is Opportunity and OpportunityLineItem is our child object.

The opportunity object stores most of the Bill header details such as Customer, Bill date, Bill due date, Xero org if any, Branding theme, and Bill status such as Draft or approved.

Please note the * red star marked fields are mandatory.

In the field "Invoice/Bill/Credit Note/Pre Payment" field make sure to specify Bill.

The below screenshot displays the fields for the line items to be mapped from the selected object

The line object will require product description, quantity, unit price, account code and tax rate.

In addition, this layout can capture Xero Tracking Category if used.

Upon completing the fields mapping, save the record. This will generate a mapping id, which can be used to create a new Bill button on the object or can be used in flows to automate invoicing.

A Bill can be generated from a single custom object or from an object with a child object. Child object is where your line items are stored.

 For ex: Opportunity is a parent object while Opportunity products is a child object

Step 2: Trigger the Action

After the mapping is set up, you can create a Bill in one of the following ways:

Option 1: Create a custom button on the desired Salesforce object that triggers the Bill creation process.  Link below for the reference to create a custom button.                                                                  https://support.sfxconnect.com/portal/en/kb/articles/creating-new-invoice-button-on-any-object

Option 2: Invoke the action within a flow to automate Bill creation based on your business.                          Link below for the reference to create a flow.                                                                            https://support.sfxconnect.com/portal/en/kb/articles/invoice-automation

• Related Articles

• Creating a Repeating Invoice from Salesforce

  You can create a Repeating Invoice directly from any object within Salesforce. To do this, follow the steps below: Step 1: Create a Xero Custom Object Mapping Go to the Xero custom object mapping tab in salesforce. Click on [ New ] button to create ...

• Creating a Batch Invoice

  Batch invoice generation in Salesforce allows users to create multiple invoices at once through the Schedule Batch Invoice tab. This is especially effective for organizations handling recurring or bulk billing. Process Steps Navigate to the Schedule ...

• Manual Journal sync from Xero to Salesforce

  Overview The Manual Journal sync allows journals created in Xero to be automatically reflected in Salesforce. This ensures financial data stays consistent across both platforms without the need for manual updates. How it works 1. Create a Manual ...

• Creating a New Invoice - from scratch

  New Invoice button is displayed on the Opportunity layout, this button will enable to create an Invoice There are two options to add products to the Invoice; you could either add any product, which are not related to the opportunity line items or ...

• Contact mapping from Xero contact to Salesforce

  This topic explains how to map existing Salesforce accounts with Xero Contacts Go to Xero Tax / Branding tab Download the contact csv from Xero Download accounts/contacts from Salesforce Map Xero external ids with the appropriate salesforce ...