![]() ![]() Note: It might take up to 15 minutes for the Invoice status to update in Katana after deleting the invoice in Xero. ![]() When you delete an invoice in Xero that is created via Katana integration, the Invoice status for the related SO is reverted back to Not invoiced. The invoice must be of Type ACCREC and a valid Status for sending (SUBMITTED,AUTHORISED or PAID). Read more here.Īll invoices in Xero are created as "Tax exclusive".Įither navigate to the "Sales" section in Xero and find the relevant invoice on the list or click on the "Invoice created Xero" status for a specific SO in Katana to open the respective invoice in Xero. You can use the API to trigger the email of a sales invoice out of Xero. The name of the account where the sales transaction is recorded based on the sales account selected during the initial connection of Xero to Katana.Īdvanced, Professional, and Enterprise plans only. If there is no matching SKU or line item sales description in Xero is missing, then Katana's variant name will be imported to the line item description field on the Xero Invoice.Īssigned to the line item in Xero based on the tax rate mapping defined during the initial connection of Xero to Katana. If there is a matching SKU on Xero, Sales Product Description from Xero will be used on the invoice for the line item. Any values of existing products are not overwritten in Xero when products are matched. Products that do not exist in Xero are created automatically. SO line items in Katana will be added as invoice line items in Xero. ![]() Just upload the invoice template to your Xero account and enjoy your branded Xero invoice custom template. If a new customer is created in Xero, then your default Xero payment terms are applied. Xero custom invoice template, help you to enhance your brand identity. Customer's payment terms are added to the invoice in Xero automatically. Payment term data does not exist in Katana. SO created date in Katana is used as the Invoice date in Xero (not the date when the invoice is created). Generating an invoice from Katana will not update customer address in Xero. Addresses are always by default linked to Xero's customer address. Addresses are always by default linked to Xero's customer address. Invoicing and jobs, Time tracking WorkflowMax 135 Manage all your jobs and projects with Xero’s WorkflowMax. Customers that do not exist in Xero are created automatically. Invoice number is assigned automatically in Xero based on your Xero settings.Ĭustomers are matched based on email. Katana SO number is sent to Reference field on the invoice created in Xero. ![]()
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