How does the process work between SF & Xero when the invoices are generated?

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• 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

• 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

• Will all my historical invoices be synchronised with Salesforce from Xero? Will any manual entry be required?

  Yes you can sync all historical invoices created in Xero. In the process of syncing, you will have to map the customers in case they do not exist in Salesforce

• When do I pay for the additional invoices generated?

  An invoice for the additional transactions will be raised for the calendar month, invoices are due in 15 days. Note: No additional charges for Bills/Credit Notes/Pre Payments/Purchase Orders/Quotes or Projects

• Which database is primarily used to generate the invoices – Xero or Salesforce (SF)?

  SFX supports two-way sync, i.e, you can create invoice from either Salesforce or Xero. As the data source is in Salesforce, SFX can retrieve all the data from your objects in Salesforce to create an Invoice