How do I change the card details

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• Can I change the Invoice template

  Yes, you can change Invoice in Xero

• 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

• Will my Invoice templates change when I sync into SF

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

• Connect to Xero

  Go to the < SFX Setup > tab Followed by clicking on [ Connect to Xero ] button Upon clicking, you will be re-directed to Xero login Upon successfully logging in, you will be asked to allow access followed by connect to Xero org You have now ...