Syncing Invoices between Microsoft Dynamics 365 and Xero

Before Stellarise Connector can pick up and synchronise an Invoice a number of properties need to be set.

Once you have an invoice created in Dynamics 365 that you want to sync (which can be created manually, with a plugin or with a workflow) you need to ensure that these properties are set properly as follows:

1. Switch to the Stellarise Connector view for a Dynamics 365 Invoice
   The Stellarise Solution for Microsoft Dynamics 365 adds a new view that provides visibility on the sync status. Switch to this view as shown below:
   
   And on  the Unified Interface:
   
   
2. Ensure that your invoice...
   1. has a Xero Details record.
   2. has a valid Stellarise Connector selected against it. The connector needs to be in a valid trial period, or paid for. 
   3. Date Delivered is set as today or in the past.
   4. Xero Details → Export Status is set to 'No'
   5. has at least one invoice line and that each invoice line with a quantity has an Account Code set. An invoice line with a write in product with no default Account Code set will not sync.