Xero fields not mapping correctly

Check the invoice status

On the XERO Integration page, under Invoices, look at Default Invoice Status. It decides how invoices arrive:

• Draft: arrives for review, with its lines and details as they were.

• Awaiting Approval: is only recorded once you approve it in Xero.

• Awaiting Payment: is approved straight away and ready for payment.

Check the codes

Lines take their code from Default Xero account codes, or from the service or product row in the Products and Services tab. Set the right one and save.

Check the numbers

If numbers differ, turn on Sync Sovica and Xero invoice numbers. It applies to invoices from then on.

Up next

Next, read Check an invoice synced to Xero.