Will my Invoice templates change when I sync into SF

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• 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. ...

• 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 ...