The invoice numbers for each billing entity follow a different series. We generate invoices in bulk at the month-end. During the invoice generation, would SFX be able to create copies of the invoices and generate auto invoice numbers?

• Related Articles

• A separate series of invoice numbers for each entity is supported by SFX, however, the invoice numbering should be managed in Salesforce.

  Yes this is possible. This feature can be achieved using SFX Xero Custom Object mapping feature

• How to create Invoice in a Multi-Xero scenario

  Go to < Create Invoice > tab A new Invoice layout is displayed Choose the required Xero org where you want to create the Invoice Note: You can create Invoices on the same customer across different Xero instances.

• 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 ...

• 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 ...

• Does SFX supports multi-currency?

  Yes, SFX Supports multi-currency. Scenario: We have 5 billing entities in different countries with different currencies. Hence, we invoice in multi-currency.