How to sync CRM Invoice

How to sync CRM Invoice

You can create an invoice in CRM by either cloning an existing invoice or filling in the details in the invoice creation form.

How to create Invoice Individually

  1. Click the (+) Create Invoice icon in the Invoices module.

  2. Enter the invoice details in the Create Invoice page.

  3. Click Add Line Item in the Product Details section.
    Note that you can add up to 200 line items to an invoice.

  4. Once you have added all the product lines, click Add Products to add them to the invoice.

  5. Click Save.

Mandatory fields for sync

Fields that are needed to be filled before syncing in Xero

  1. Account Name: an Account must have to include
  2. ​Contact Name: make sure the Contact you are using is associated with the Account you used.
  3. Product Details: You have to include at least one product.
  4. Add to Xero: This field needs to be Checked/Enabled

Note: make sure you are using the correct tax option (Item base/Total base) you have selected in the Plugin Portal. Click Here for more details

How to sync

From Zoho, sync can be performed two ways

  1. Manual Sync from Zoho CRM: On your Invoice record simply click the 'Sync to Xero' button in the top right corner to start the syncing process for that particular record. If you cannot see the 'Sync to Xero' option-click the drop-down arrow in the highlighted section for more actions.


  1. Manual Sync from the Plugin Portal: Login to your Plugin Portal. From the right sidebar, go to “Sync > Manual Sync”. Select “Invoices” Module and your desired Sync Mode. From the “Sync Options” section (upper right corner), enable the “After last Synchronization ran” option and click the “Sync Now” button.


Limitations:

In Xero, the invoice will not sync if the “Tax Exclusive” isn’t selected from the ‘Amounts are’ option and the “Item Code” field is empty.

    • Related Articles

    • Sync Data - Canvas to CRM

      Now it is time to sync this course to your CRM. Go to “Sync Canvas Data” inside your Zoho CRM. Inside the tab, you see two options - MANUAL SYNC [Here, we can sync data manually] AUTO SYNC [Runs a sync every 4 hours] MANUAL SYNC As we are showing the ...

    • Sync Data - CRM to Canvas

      We can only sync Contacts from CRM to Canvas. Inside your CRM, open or Contact or create a new one. Make sure you set a Canvas User Role (either Student or Staff) for the Contact. After that, you need to assign the Contact to a Deal. As a result, ...

    • How Does Sync work for Blackboard LMS for Zoho CRM

      Before you start the sync process, you should know the Blackboard LMS for Zoho CRM extension syncs records in the following way - Sync Way CRM Module Blackboard 2 Way Contacts User Blackboard to CRM Products Courses Blackboard Grades Grades ...

    • AUTO SYNC

      The Blackboard LMS for Zoho CRM extension only allows users to turn on and off the AUTO SYNC option. By default, the AUTO SYNC option will be on, where it will automatically sync data every 4 hours. You can turn off Auto Sync by clicking on the ...

    • Sync Contacts from Zoho CRM to Blackboard LMS

      Before we sync a Contact from CRM to Blackboard, we need to make sure there are Contacts in the CRM. Otherwise, we have to create a new Contact and assign the Contact to a Deal. We will show you how to create a Contact and assign it to a Deal. Then, ...