Sync Credit Notes – Manual Option

Sync Credit Notes – Manual Option

[ Sync Credit Notes ] button on the < SFX Setup > tab allows you to synchronise any historical Credit Notes or Credit Notes that require manual sync

 

This feature allows you to synchronise Credit Notes. Credit Notes can be synced from Xero to Salesforce using either date or CN number de-limited by comma.

 

 

 

After clicking on [Click to Sync] any un-synchronised invoices are listed below as a result

 

 

The green box displays a successful match with a Salesforce account record, while the red box displays no match. You have the ability to match the account in Salesforce.

 

Once the [ Create/update invoices ] button is clicked, a summary of update is displayed


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