From where are the most important data for the invoice pulled from – opportunities & products, pricing?

• Related Articles

• When and how does data sync occur?

  Upon creating invoice or updating an invoice in Salesforce, the data is immediately synced with Xero automatically on real time basis. Any payment updates in Xero is automatically synced to Salesforce, however the interval between Xero to Salesforce ...

• From where will the currency and the payment details of the invoice be pulled from - SF or Xero?

  Currency setup should ideally match both SF and Xero instances. Currency and payments details will then be fetched from opportunity or custom object that you are using for creating Invoice

• The currency and payment details can differ for various opportunities under the same customer. So, the system must use this data per opportunity, and not per customer - which is available only in SF. Is this possible?

  Yes this is possible. Currency setup should ideally match both SF and Xero instances. Currency and payments details will then be fetched from opportunity or custom object that you are using for creating Invoice

• 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 ...

• What is the data that is being synced between Xero & SF. Is it from Xero to SF or from SF to Xero? How does this process work?

  SFX supports two-way sync, SFX supports Invoices, Invoice payments, Bills(expenses), Credit Notes , and Pre-payments. Customer and Products sync is based on the mapping between Salesforce and Xero