FAQs in this section
What fields are mapped in the Invoices module for the Vtiger-Xero integration?
The following fields are mapped in the Invoices module for the Vtiger-Xero integration.
Cases to consider while syncing Invoices
- Vtiger to Xero:
- If a Vtiger invoice does not contain a Contact Name or Organization Name, you cannot sync it with Xero.
- Shipping & handling charges from Vtiger are added as a line item in Xero as 'Charges'.
- If an invoice that is being synced from Vtiger to Xero has a Group Discount, it is skipped, and an error message is shown. This is because Xero does not support group discounts.
- If a Vtiger invoice has a Group Tax, all the selected taxes in Vtiger should be available in Xero as Combined Tax. If not, the invoice is skipped, and an error message is shown.
- Individual discounts from Vtiger are mapped to their respective line item discounts in Xero.
- If Deducted Taxes are enabled for a Vtiger invoice, the invoice is skipped, and an error message is shown.
- Xero to Vtiger:
- Only Sales Invoices are synced from Xero to Vtiger.
- Since Xero provides only individual taxes, you must create invoices with tax type Individual.
- If there is a line item with no item name while syncing invoices from Xero to Vtiger, an invoice record with the name '??????' is created in Vtiger.
- If a Xero invoice has only a Description as 'Charges' and no item name, then its unit price is mapped to Vtiger Shipping Charges and its related taxes to Vtiger Shipping Taxes.