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 < New Invoice > button on any object

  Go to the custom object nominated as your Invoice Master from the setup Select the object Go to <Buttons, Links and Actions> Select <New Button or Link> Give a label name <New Invoice> Select the option <Detail page button> In the formula section, ...

• 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.