A common method for invoicing from AffinityLive is to use the job (or project) invoicing:
If the billing contact from AffinityLive is not found in Xero, it will be created in Xero. Contacts are recognised by their first name, surname and company. To avoid duplication, confirm that the company and contact details are consistent before saving any invoices.
If you need to edit an invoice you should make the change in AffinityLive, since the changes will push down to Xero. We allow you to edit the invoice whether it is Draft or Authorised (approved) in Xero.
If you edit the invoice from Xero, we will pull the changes back in, but the line item synchronisation has some limitations so you may notice some slight differences between the Affinitylive and Xero invoice - though the totals will be correct.
Once an invoice has been paid, you cannot edit it in AffinityLive.
Payments must be processed in Xero.
Once an invoice has been pushed to Xero, the "receive payment" functionality in AffinityLive will be replaced with a link to view the invoice in Xero.
When you add a payment in Xero, receipt and payment information will by synced into AffinityLive. Partial payments are supported, but Xero does not allow excess payment - so you should not see any credits coming from Xero.
Sync'ing the services allows you to keep your invoices, contacts and tax and ledger codes the same across both systems. But there are times where an invoice may not be pushed, or it might be delayed for a reason or another. To combat this we built a 'Re-Push to Xero' and 'Sync from Xero' button. They will send off an invoice created in AffinityLive or pull a newly edited invoice respectively. This won't duplicate any of your contacts or invoices, but merely ensure that invoice is either in AffinityLive or in Xero.
You will be notified in the System Notifications (found next to the Wrench with the two circular arrows) that the invoice has been pushed/pulled successfully.