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

• Related Articles

• 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

• Multi-currency

  SFX Advanced/Enterprise version enables Multi Currency from Xero. You can create invoice using predefined currencies from Xero Invoices are created based on the Currency selected and the same is updated in Xero. Currency field can be updated in ...

• 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 ...

• Will my Invoice templates change when I sync into SF

  No, Xero invoice template is used to generate invoice within Salesforce

• Is a copy of the invoices stored in both Xero & SF? How does this reflect in Xero accounting?

  Invoice is stored in both Xero and SF. Invoice pdf format and branding is set as per Xero