We would like to ensure that the invoice numbers are populated from the last previous invoice no. in each specific Xero entity. Is this possible?

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• 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?

  A separate series of invoice numbers for each entity is supported by SFX, however, the invoice numbering should be managed in Salesforce. This can be achieved by Object mapping feature of SFX

• 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 ...

• 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

• Creating a Batch Invoice

  Batch invoice generation in Salesforce allows users to create multiple invoices at once through the Schedule Batch Invoice tab. This is especially effective for organizations handling recurring or bulk billing. Process Steps Navigate to the Schedule ...

• Salesforce to Xero – Invoice History Notes Sync

  This article explains how Notes or History records created in Salesforce can be synced and displayed in Xero against an invoice. Flow Configuration Steps Step 1: Create Record Triggered Flow Navigate to Setup → Flows Click New Flow Select Record ...