Note: the Custom object mapping record should be updated with the API name of the fields on the object
Below are the list of functionalities that are supported in SFX
- Invoice Create/Update - Create Xero Invoice - every time flow triggered based on a criteria, a new invoice will be created in Xero.
- Update Xero Invoice (default) - every time flow triggered based on the criteria aexisting invoice will be updated in Xero. This works on the button, if one of the options is selected
- Custom Invoice/Bill number - This fields enables you to control creation of invoice number from Salesforce. Alternatively if left blank, Xero Invoice numbering will be assigned
- Invoice Reference Field - This field is to pass Invoice/Bill reference to Xero
- Invoice Address Mapping - This field will allow you to map, Billing, Shipping, Person Account Mailing, Contact mailing address from Salesforce to Xero.
- Account Shipping Address to Xero Delivery Address - This allows to updating shipping address from Salesforce to Xero Delivery address.
- Tax Exclusive/Inclusive Field - Allows you to control Tax inclusive or exclusive, if left blank default will be set to Tax Exclusive.
- Invoice Status - This field will allow you set the invoice as Draft or Approved
- Xero Branding Theme - This field allows you to define the Xero branding theme, if left blank Xero standard theme will be set as default.
- Contact Account Number - This field allows you to map to Xero Contact Account Number field
- Contact Email/Phone - These fields if configured will over-ride Xero standard Contat Email and phone.
- Update SF Contact to Xero - This is check box, if checked will allow you to update all the customer information to Xero Contacts. (This will help if you want to maintain Salesforce as a source of truth to keep the data clean)
- Download PDF - This checkbox allows you to download the Invoice pdf automatically on your Invoice record.
- Bank Account - This field is provided to capture Bank account code used in pre-payments.
Invoice Line Item specific fields
- Do not create invoice - This check box if selected will not allow to create an Invoice, if the item code does not exist in Xero (Applied if item code mapped in Salesforce)
- Xero Tracking Category - This field only accepts Xero tracking category name
- SF Tracking Category - The field is used to define Xero tracking category
- Exclude line item - This field is used to exclude the line item to be invoiced. Ideally an checkbox in Salesforce.
- Line Item Order Field - The field that requires sorting on the invoice.
- Line item Order Type - This option defines if the sorting is either ascending or descending
Purchase order specific fields
Fields that are required to create a purchase order, please note to create a separate object mapping record for each documents
- Delivery Address
- Telephone
- Attention To
- Delivery Instructions
Quote specific fields
Fields that are required to create a Quote
Repeating invoice schedule specific fields
Fields that are required to create a Repeating invoice
- Period Field API Name
- Due Period Field API Name
- Period
- Due Period
- Repeat Frequency - this field offers frequency in month(s) and week (s)
- Repeat Invoice Due Date - this field provides the multiple options
- End Date
Project specific fields
Fields that are required to create a Project
- Project Name Field
- Project estimateAmount Field
- Project Deadline Date Field
- Xero PRoject id Field
Item/Product specific fields
Fields that are required to create a Item/Product in Xero
- Product/Item Sync (SF-Xero)
- Item Code
- Item Name
- Purchase Description
- Description
- IsPurchased
- Purchase Details COGS Account Code
- Purchase Details UnitPrice
- Purchase Details TaxType
- IsSold
- Sales Details AccountCode
- Sales Details UnitPrice
- Sales Details Tax Type
Log specific fields
Invoice Log Status - This field is used to store the status of invoice creation - success or failed
Error Log - Stores error message of a failed invoice, this gives the record level status