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?

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• Some customers have multiple finance contacts for different opportunities. But if Xero is the primary database for finance contacts, is this possible?

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

• 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?

  Yes this is possible. 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

• Will Account and Contacts from Salesforce sync with xero Customers

  Yes, Accounts and Contacts from Salesforce sync from Salesforce to xero when an Invoice is created. You can also manually sync the customers in Xero by importing via data loader. Please note to include the XeroId as the external Id when you upload ...

• 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 ...