Synchronisation Mode – InvoiceSync

Synchronisation Mode

There are 4 options to choose from (these are for syncing FROM Keap TO Xero):

  1. Synchronise new invoices as they are raised. Payments not synchronised. – This option will only synchronise invoices every 30 minutes, but not payments. You will need to manually apply payment to invoices in Xero/QBO.
  2. Synchronise new invoices as they are raised with associated payments as they are received. – This option will synchronise ALL invoices, both paid and unpaid, as they are created (every 30 minutes, so not quite as they are created) and associated payments when they are received. This means unpaid invoices will show in Xero/QBO.
  3. Synchronise invoices with their associated payments but only when payment is received. – This option will ignore unpaid invoices and only sync paid invoices, i.e. only paid invoices will show in Xero/QBO, unpaid ones will not.
  4. No forward synchronisation. – If you only want to sync FROM Xero/QBO TO Keap, but not the other way round, please select this option. Please note that we can only sync invoices from Xero to Keap, NOT payments. We can sync both invoices and payment from QBO to Keap.

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About the Author Kev Jones

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