Frequently Asked Questions
- Alom Hussain (Unlicensed)
Frequently Asked Questions:
What about Credit Notes? Can I send them to Xero as well?
Of course you can. Credit Notes can be sent to Xero in exactly the same way as Invoices.
My invoices are being assigned to the wrong contact in Xero, what do I do?
When you send an Invoice to Xero we create a link between the invoice payer and the Xero contact. This is done the first time an invoice is sent for that payer and is the same regardless of whether the payer is a relationship, funder or dealer. If you select the wrong Xero contact then all subsequent invoices for that payer will be assigned to the same incorrect Xero contact so it's important that you fix this link ASAP.
Head over to Settings > Xero Settings and you'll see the Contact Links section:
This lists all the current links and you can search for the relevant payer using the search field. Once you've identified the incorrect link, editing the record will allow you to change the Xero contact to the correct one. Alternatively you can delete the link and the next time you send an invoice for that payer you'll be prompted to select a Xero Contact or create a new one.