Creating and Syncing Invoices
- Posimente
There are 2 ways you can sync an invoice to Xero:
Manually pressing the Sync Invoice button on the Invoice.
Sync invoices by Batch
Read below for how to create an invoice (from Converting an Opportunity, or creating a standalone), and how to sync using the 2 methods above.
Convert an Opportunity to an Invoice and sync to Xero
From your Opportunity, (status Closed Won with product line items) you can press the 'Convert to Invoice' button.
You will be directed to the Opportunity Convert to Invoice page. Here you can select the name of the Xero Org that you want the invoice linked to, and the status of the Invoice when created in Salesforce.
If the Invoice Status selected is the status selected in the Xero Configuration for 'Status to Sync', the invoice will be synced via the batch process.
If you do not wish to wait for the batch process, and want to sync the Invoice immediately, you can click the Sync Invoice button.
This is what the invoice will look like in Xero.
Create a Standalone Invoice in Salesforce and sync to Xero
In Salesforce in the ProntoXero app, go to the Xero Invoices tab.
Click the New Button
Select Invoice type: Invoice
Fill in the appropriate details
Account | Select the Account the invoice will be Billed to |
Date | Enter the Date of the Invoice |
LineAmount Types | Choose the Tax Type for each line amount |
Xero Org | Select the Xero Org name to which the Invoice will be synced (if multiple Orgs connected) |
Branding Theme ID | Choose the Branding Theme of the Invoice (specified in Xero) |
Status | Select the Status of the Invoice in Salesforce |
Due Date | Enter the Date on which payment is due |
Reference | Enter any reference text for the Invoice |
Currency Code | Select the Currency for the Invoice (specified in Xero) |
Currency Rate |
|
Press Save
If you do not wish to wait for the batch process, and want to sync the Invoice immediately, you can click the Sync Invoice button.