Will my Invoice templates change when I sync into SF

• Related Articles

• Can I change the Invoice template

  Yes, you can change Invoice in Xero

• From where will the currency and the payment details of the invoice be pulled from - SF or Xero?

  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

• Product Sync

  1. Introduction This document provides a step-by-step guide on how to sync products from Salesforce to Xero using the SFX - Product Sync feature. The process is a one-way sync, where Salesforce acts as the master system, pushing product data to Xero. ...

• How do I change the card details

  You can change the card details by submitting a request to the support team, the support team will then send a new setup instruction to change the card while the existing card details will be cancelled upon signing up with the new card. ...

• 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 ...