The Stellarise Connector View adds three new sections to the Invoice View: Stellarise Connector, Xero Details and Sync History. These three sections are described below.
Stellarise Connector
This holds the values that control how Stellarise Connector creates the invoice in Xero.
|
Field
|
Description
|
|---|---|
| Stellarise Connector |
The Stellarise Connector used to synchronise the invoice to Xero. If you have a single connection, this will be set automatically. It's possible to install multiple Stellarise Connectors so you can manage the situation where there is a single Dynamics instance with multiple trading companies, each with their own Xero. |
| Invoice Type | Sales Invoice, Purchase Invoice, Credit Note. |
| Line Amount Types |
Exclusive or Inclusive. This refers to the Invoice Amount and whether or not it is inclusive or exclusive of Tax. |
| Branding Theme | The Xero Branding Theme to apply once the invoiced has been synchronised. |
| Bundled product header only |
If Yes, Stellarise Connector sends only the Product Bundle with the price and will ignore all related invoice lines in Microsoft Dynamics 365. If No, Stellarise connector sends all invoice lines from Microsoft Dynamics 365 to Xero. The Product Bundle will be created with quantity and price. The child lines will be synchronised as description only to Xero. |
| Send email from Xero | If the email sending is enabled under Stellarise Connector Settings, the user can control the email sending for each invoice by using this option. When new invoice created the value from Stellarise Connector Settings will be copied to the invoice automatically. |
Xero Details
The "Shadow Entity" that holds the Stellarise Connector synchronisation state for the Invoice and Xero synchronisation details.
|
Field
|
Description
|
|---|---|
| Invoice ID | Reference to the corresponding Microsoft Dynamics 365 Invoice. |
| Xero Invoice Number | Shows the invoice number in Xero once the invoice is synchronised. |
| Xero Invoice Status | Shows the status of the invoice in Xero. |
| Xero Email Status |
Shows the emails status in Xero. |
| Xero Invoice URL | A clickable URL populated when the invoice is transferred to Xero that allows you to directly open the corresponding Invoice in Xero. |
| Xero Invoice Online URL |
A clickable URL that allows you to open the invoice outside Xero (customer view) |
| Export Status |
No, Yes, Failed. 'No' is the default status and means that the invoice has not yet been synchronised. 'Yes' means that the invoice has been synchronised and 'Failed' means that the invoice has tried to be synchronised, but something went wrong. |
| Export date | The date when the invoice was successfully synced with Xero. |
| Owner | The owner of the Dynamics entity, a standard Dynamics field. |
Sync History
The Sync History gives an audit of the synchronisation attempts with Xero. It contains the steps and actions performed on the invoice during its synchronisation.
