The Xero integration with MessageXchange (FormXchange) removes the need for double handling invoices.
- A retailer sends a purchase order to you, which arrives to FormXchange
- You process the order as usual on FormXchange (eg. Turn around the order to an advanced shipping notice and/or invoice)
- When you issue the invoice on FormXchange, a the invoice will be sent to your Xero account.
Things to keep in mind
- Invoices will be sent to Xero as approved if:
- You have matched your Xero contact with your FormXchange retailer (otherwise the invoice won't appear in Xero)
- You have added your products to the FormXchange product catalogue that have (otherwise the invoice will appear as a draft in Xero without an item code):
- Xero product code (in the item code field) and
- The identifier that your retailer uses (eg. GTIN, buyer item code)
- You have included an 'invoice effective date' on your invoice on FormXchange (otherwise the invoice will appear as a draft in Xero).
Click here to find out how to setup the integration.
What information is brought across?
Invoice
| FormXchange | Xero | Notes |
|---|---|---|
| Buyer | To | This will display the customer details you have in Xero. |
| Invoice date | Date | |
| Invoice due date | Due date | |
| Invoice number | Invoice # | |
| Purchase order number | Reference | |
| Item code (line level) | Item code (line level) | |
| Description (line level) | Description (line level) | |
| Inv qty (line level) | Quantity (line level) | |
| Unit cost (excl) (line level) | Unit price (line level) | |
| Disc % (line level) | This will be blank | |
| Account (line level) | This will the the account you've setup in your product in Xero, or the one you selected in your FormXchange product (if you've selected to overwrite it) | |
| Tax rate (line level) | This will be the tax rate you've setup in your product in Xero | |
| Region (line level) | This will be blank | |
| Amount AUD | This is calculated by Xero | |
| Subtotal | This is calculated by Xero | |
| Total GST 10% | This is calculated by Xero | |
| Total | This is calculated by Xero |