Xero
Cin7 Core
Real Estate
EquifaxFinding Invoices in Salesforce
Synced invoices become Salesforce records with their own tab, so finance questions get answered without opening Xero.
The packaged list views
Seven views ship with the connector:
All Invoices · Draft Invoices · Awaiting Approval Invoices · Authorised Invoices · Unpaid Invoices · Overdue Invoices · Paid Invoices
They map to the stages an invoice actually moves through, so "what's awaiting approval?" is a click rather than a filter you build.
Reading the status
Invoice Status is colour-coded, which makes a long list scannable:
| Colour | Status |
|---|---|
| Green | Paid |
| Blue | Due (approved, not yet overdue) |
| Red | Overdue |
| Orange | Draft |
| Purple | Awaiting approval |
| Grey | Voided, deleted or not yet synced |
Red wins: an approved invoice turns from blue to red the day it goes overdue.
Straight into Xero
Each invoice carries a Xero Invoice Url — a direct link to that invoice in Xero. When someone does need the accounting system, it's one click rather than a search.
Amounts
Amount Due, Amount Paid and Amount Credited are all on the record, alongside the date an invoice was fully paid. That's enough to answer most collection questions from Salesforce alone.
Invoices aren't created from this list — they're raised from the record you're billing for, through the document wizard. See Invoices, quotes and purchase orders.
The list view is useful for finance. For everyone else, the invoice related list on the Account is where the question actually gets asked.