The currency and payment details can differ for various opportunities under the same customer. So, the system must use this data per opportunity, and not per customer - which is available only in SF. Is this possible?

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• From where will the currency and the payment details of the invoice be pulled from - SF or Xero?

  Currency setup should ideally match both SF and Xero instances. Currency and payments details will then be fetched from opportunity or custom object that you are using for creating Invoice

• We would like to use the SF contact available for every opportunity to send the invoice copies to the customer

  This is possible once the finance contact is part of each opportunity record. SFX will pick the contact from the opportunity record

• Our typical invoice consists of the following components. We would like to understand from which database does the information flow into the invoice?

  S. No. Details on the invoice Available in Xero or SF? Response as per SFX functionality 1. Our billing entity’s Sales Tax Number (VAT/GST etc), registration number Xero From Xero 2. Our billing entity’s company name & address Xero Salesforce & Xero ...

• We have different finance contacts for different opportunities under the same customer in SF. How do we ensure that the invoices are sent out to the right finance contacts for that specific opportunity?

  This can be achieved by SFX custom object/field mapping configuration where you can map the required contact from opportunity while creating an invoice.

• Multi-currency

  SFX Advanced/Enterprise version enables Multi Currency from Xero. You can create invoice using predefined currencies from Xero Invoices are created based on the Currency selected and the same is updated in Xero. Currency field can be updated in ...