Sync behaviour, invoices & reconciliation
How Kolleno syncs Xero invoices, contacts, notes and attachments, and how payments (including Stripe) are reconciled in Xero.
By Kolleno and 1 other2 authors6 articles
How to send attachments linked to invoices in XeroThis article will explain how you can add extra files in Xero then in Kolleno toggle on a setting to send these in your communications.
Pro Forma (Draft) invoices from XeroUsing Pro Forma from Xero thanks to the DRAFT status.
Import Historical Notes from Xero InvoicesYou can automatically synchronize the recent notes your team wrote under the Invoices.
Reconnecting Your Xero Account in Kolleno When Xero Indicates “Already Connected”This article explain what to do if your Xero organisation appears as “Already connected” when reconnecting a Xero account on Kolleno.
Xero Primary Contact Import in KollenoWhen syncing contacts from Xero, Kolleno automatically assigns contact roles to ensure the correct person is used for communication and collections.
Reconcile Stripe Payments in XeroConfigure Stripe account mapping in Xero to ensure payments made via Kolleno are correctly reconciled