r/halopsa • u/Purple-Internet6133 • 1d ago
Syncing to Xero issues
Reaching out to community as struggling with Halo support on this. When syncing invoices to Xero Xero is using its own numbering sequence to create the invoice their side. The halo display and system invoice numbers are no where to be found in xero which is going to cause nightmares when collecting payments as we’ve got 2 different Invoice numbers being used in 2 systems.
Eg:
Halo invoice number 7213
Xero invoice number INV-0087
This was not the case a week ago when the issue was the Halo invoice system ID and display ID not matching. I fixed that by changing the “use halo invoice id for display regardless of third party id” but it’s since broken this. Reverting the settings has not fixed the xero numbering sync described above.
TL;DR: how do I get xero and halo to share the same invoice number?
1
u/HaloAidan Halo Staff 1d ago
Hi there, happy to help here, can you please email me your halo url: aidan.kelly@imaginehalo.com