Creating a Repeating Invoice from Salesforce

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 you first record

The layout is divided into multiple sections, such as Basic Mapping, Repeating Invoice, Repeating Invoice line item, Purchase Order, Quote, Project, Item, Repeating Invoice Schedule 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 Repeating Invoice header object is Opportunity and OpportunityLineItem is our child object.


The opportunity object stores most of the Repeating Invoice header details such as Customer, Date, 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 Repeating Invoice.



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.

Step 2: Configure the Repeating Invoice Scheduler

After completing Basic Mapping and Line Item Mapping, configure the Repeating Invoice Scheduler, which defines how often the invoice repeats and where period values come from.


Scheduler Field Details

  • Period Field API Name (Period__c)

  • Due Period Field API Name (Due_Period__c)

  • Period

  • Due Period

  • Repeat Frequency

  • Repeat Invoice Due Date

  • End Date

Note: All of these fields must be filled in the Repeating Invoice Scheduler for the invoice mapping to work correctly.

Important Requirement

The fields Period__c and Due_Period__c must be created on the Opportunity object.
You will enter these values directly in the Opportunity record.

The Repeating Invoice Scheduler pulls period values from these fields.
If the fields do not exist or incorrect API names are provided, Salesforce will throw a mapping error.

Upon completing the fields mapping, save the record. This will generate a mapping id, which can be used to create a new Repeating Invoice button on the object.


Step 3: Trigger the Action

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

Create a custom button on the desired Salesforce object that triggers the Repeating Invoice 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




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