Bill Configuration
Bill Configuration is available only when the Account Payable module is enabled for your Salesforce Org.
To configure and create Bill, you must enable Bills sync.
By default "Create Draft Bill in Xero" will be displayed on the pre-invoice page when you do not select any of these checkboxes.
Create Draft Bill in Xero: This button will be used for creating a Bill template that's saved for you to either make future modifications or to convert into an Approved Bill.
Void, Credit note, and Payment options are not available for Draft Bill
Create Approved Bill in Xero: You can approve a Bill when you have finished creating it, or save your Bill as a Draft and approve it later
Void, Credit note, and Payment options are available for Approved Bill
Default Xero Accounting Payable Tax Type: Choose whether your whole transaction on the new Bill page will be
- No Tax: No sales tax is calculated on the transaction. You can't select a tax rate for any line item, when you select this No Tax
- Tax Exclusive: Amounts are calculated on the new Bill page by excluding the sales tax.
- Tax Inclusive: Amounts are calculated on the new Bill page by including the sales tax
Default Xero Payable Accounting Code: This Default Revenue Accounting Code will be set for all line items on the new Bill page. If you specify the Accounting code at a line item level in this Bill configuration page then that value will override this.
Default Tax Rate is set in Xero for each Accounting code in the Chart of Accounts
Revenue Accounting Codes will be displayed on the Account picklist while creating Line items on the new-Bill page, based on the following Liabilities and Revenue Accounts, and Assets checkboxes you have selected
When creating Bills from Opportunities and Opportunity products, we populate data in the Bill from standard Salesforce fields. However, you might have your own field you had like to use to prepopulate the Bill. you can select your own custom fields below. If you had like to use two or more fields, we suggest you combine them using a formula.
Bill fields are populated from the Opportunity object. Please select a field or formula field below. This only affects Bills created from Opportunities.
Please note: All mapped fields must be on the Opportunity. If you wish to map data on an object other than the Opportunity, please create a formula field on the Opportunity to pull in this data
Bill Line items are normally populated from the Opportunity Product fields. We presume you use the standard fields Description, Inventory Code, Amount, and Quantity. However, you may wish to override these fields with your own custom fields. Additionally, you may want to populate the Account Revenue, Tax, and the optional Xero Tracking Category fields
For the Account Revenue, Tax, and Tracking categories, you must provide values that already exist in Xero. For security and data accuracy reasons, if the match is not exact, we will leave that field blank on the Breadwinner New Bill page, allowing you to manually populate it before committing to Xero
Please note: All mapped fields must be on the Opportunity Product. If you wish to map data on an object other than the Opportunity Product, please create a formula field on the Opportunity Product to pull in this data
