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Information in the Xero Invoice

PostedSeptember 12, 2024
UpdatedSeptember 17, 2024

Each quote (or quote revision) in Brandengine generates 1 invoice

For clarity it’s important that the same information presented to your client in their quote is also on the invoice.

Product Info

When you send an invoice to Xero, the following product info is included:

  • Distributor Item Name
    As BE gives you the ability to override the supplier product name (either in your database, on a single quote (or both)) it’s important that the same name is represented on the invoice. Your invoice will reflect whatever the product name is on your quote.
  • Display Name
    This represents a variation or option for the product quoted – more often than not it is used to advise the decoration type for the price set.
  • Distributor Item Code
    By default – BE generates a unique distributor product code for your products. This can also be overridden on a quote by quote basis if required. The item code that appears on the quote will transpose to the invoice
  • Item Quantity and Sell Price
    Of course what is an invoice without financial info.
    The ordered quantity value and individual unit sell price will appear on the invoice.
Brandengine - Xero Invoice

Brandengine does not generate inventory item codes in Xero
The Item Name, Display Name and Item Code are listed in order in the Description field of the invoice.

NB – If the product sell pricing is itemised in the appearance on quote section, this breadown will NOT appear on the invoice.
If you require itemisation to be listed, please add the itemised components as new price sets within the product listing and be sure to select these price sets when approving the qoute.

Reference

When sending invoices to Xero – Brandengine also send Reference Numbers for easier identification and cross checking. These appear in the Invoice Reference field in Xero.

  • BE-INV# – this is your sale number that appears in the Project that shows a variety of info from Xero.
  • P# – refers to the Project in BE that the sale originates from. This will help find quotes etc… that associate with the sale invoice.

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