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 using either date or invoice 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
Related Articles
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 ...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 SalesforceWhen will invoices from Salesforce sync over to Xero
Invoices created in Salesforce are synced on real-time instantlySync Configuration
Sync Configuration enables users to control synchronisation of Invoices/Bills, Purchase Orders, Quotes, Credit Notes, and Pre-payments on a global level and also on account level. The [ Flush/Delete all config ] button allows to clear current config ...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