Every time a Sales Order is successfully completed in Infraspeak, regardless of it’s content, it gets sent from Infraspeak to Xero, to create automatically an invoice or pre-invoice.
With this workflow integration, your operation can get rid of paperwork, and reduce the time you spend managing invoices, by effectively automating and simplifying your invoicing process.
The Sales Order integration workflow between Infraspeak and Xero has two requirements that should be always verified:
- Only completed or confirmed Sales Orders will be created as invoices in Xero (depending on your integrations set up - please check the article How to configure your Xero Integration).
- For sales to be integrated in Xero, in Infraspeak the Client associated with the Sales Order must have a VAT correctly filled in:
- Customers without information in this field will not have their Infraspeak sales integrated in Xero.
Once these assumptions are validated, the integration occurs as it follows:
1. Create a Sale in Infraspeak;
2. After created, the sale should be characterized, and then processed and completed.
3. In order for the sale to be integrated in Xero, it must be Closed or Confirmed (please check the selected trigger in the integration settings), and then will be displayed in Xero as a Draft Invoice.
The Invoice created in Xero will have all relevant information from the Sales Order in Infraspeak, that includes:
- Sales Order line Items as the invoice items, with the associated Account;
- Client name, in the Invoice Contact;
- The Work Order/Planned Job Order ID associated with the Sale, available in Reference Field;
- Direct link to the Sales Order in Infraspeak, through the link “Go to Infraspeak”.
4. [Optional] Assuming the trigger of the Sales Order workflow is when the Sales Order is completed, when the invoice is paid in Xero, automatically the Sell Order in Infraspeak will be confirmed!
