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What fields are mapped in the Invoices module for the Vtiger-Xero integration?

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The following fields are mapped in the Invoices module for the Vtiger-Xero integration.


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Cases to consider while syncing Invoices
  1. 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. 
 
  1.  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.
Note:  
  • The Base Currency in both Xero and Vtiger must be the same.
  • The currency with which an Invoice is created in Vtiger must be the same as Xero currency.
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