How to Send Invoices Through Xero from Salesforce

This article explains how to send an invoice from Salesforce to Xero using an automated flow and the SFX Apex action. Once triggered, the invoice will be sent through Xero, and the “Sent to Contact” status will be updated back in Salesforce automatically.

Steps to Configure and Use

1. Create a Flow in Salesforce

You can use a Screen Flow or Record-Triggered Flow based on your use case.
Example criteria could include:

• Invoice record created

• Invoice status changed to "Ready to Send"

• Manual trigger from button or UI

2. Add Apex Action to the Flow

Use the following Apex Action:

• Apex Action Name: SFX-SendInvoicefromXero

• Input Parameter:

  • parameterid: Provide the Salesforce Invoice record Id (Invoice__c.Id)

This Apex action will:

• Trigger the Xero functionality to send the invoice.

• Use the Contact and Email from the Xero Contact linked to that invoice.

• Update the "Sent to Contact" field on the invoice record in Salesforce.

Screenshot Reference

• Related Articles

• When will invoices from Salesforce sync over to Xero

  Invoices created in Salesforce are synced on real-time instantly

• 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

• Sync Invoices – Manual option

  [ Sync Invoices ] button on the < SFX Setup > tab allows you to synchronise any historical invoices or invoices that require manual sync This feature allows you to synchronise invoices and bills Invoices or bills can be synced from Xero to Salesforce ...

• 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

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

  Invoices created in Salesforce are synced on real-time to Xero. Xero to Salesforce sync is at an interval of 15 minutes