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

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• 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

• 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 ...

• How to Send Invoices Through Xero from Salesforce

  This article explains how to send an invoice from Salesforce to Xero using an automated flow and the SFX Apex action. Once triggered, the invoice will be sent through Xero, and the “Sent to Contact” status will be updated back in Salesforce ...

• 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.

• Contact is existing in Salesforce without Xero external id, same customer exists in Xero

  This article provides a solution to manage existing customers in Xero and existing customer in Salesforce without external id 1. Salesforce → Xero (Recommended Flow) Salesforce is recommended as the source of truth, where invoices and bills are ...