Which database is primarily used to generate the invoices – Xero or Salesforce (SF)?

• Related Articles

• How does the process work between SF & Xero when the invoices are generated?

  Invoices created in Salesforce are synced on real-time to Xero. Xero to Salesforce sync is at an interval of 15 minutes

• When will invoices from Salesforce sync over to Xero

  Invoices created in Salesforce are synced on real-time instantly

• Is a copy of the invoices stored in both Xero & SF? How does this reflect in Xero accounting?

  Invoice is stored in both Xero and SF. Invoice pdf format and branding is set as per 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 ...

• Will all my historical invoices be synchronised with Salesforce from Xero? Will any manual entry be required?

  Yes you can sync all historical invoices created in Xero. In the process of syncing, you will have to map the customers in case they do not exist in Salesforce