Configuration for Mapping Xero Invoice Fields to Zoho

User can map the Xero invoice number to any field in Zoho, please provide the corresponding field name as the value. Similarly, you can configure other mappings such as the Invoice Reference field and the Price field.

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• ZOX - Zoho CRM and Xero Integration

  The ZOX is primarily used for: Creating Invoices Updating Invoices Managing Sales Orders How Zoho and Xero Work Together Sales Orders and Invoices Sales orders created in Zoho CRM are automatically pushed to Xero as invoices via workflow automation. ...

• What happens if an invoice is updated in Zoho CRM?

  When an invoice is updated in Zoho CRM: The changes are pushed to Xero (depending on workflow rules) Invoice values such as amount, tax, and line items are updated in Xero

• How to Create an Invoice in Zoho CRM

  Go to the Invoice Module and click "Create Invoice". Fill in the required fields: Invoice Subject (Mandatory) Account Name (Mandatory) Xero Invoice Number and Invoice ID are generated automatically via workflow. To disable automatic invoice creation, ...

• When is an invoice created in Xero?

  An invoice is automatically created in Xero when: A Sales Order is created or approved in Zoho CRM A workflow automation pushes the Sales Order to Xero as an Invoice

• Does deleting an invoice in Zoho CRM delete it in Xero?

  No. For accounting safety: Invoices should not be deleted once synced Any corrections should be made using credit notes or invoice voiding in Xero