Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
This process can continue in your Xero Ledger. When the invoice reference number matches the Job number in FYI, the invoice will sync to the corresponding job in FYI.
If the client name matches in FYI, the invoice will sync to the client. Refer to Invoicing Overview for more information.
When an invoice is created in your Xero Ledger, this should sync to FYI immediately. Refer to Synchronising Contacts, Invoices, and Client Ledger Reports with Xero Ledger for detailed information on the synchronisation frequency.