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• Payment gateway integration

  Support January 28th, 2021 @ 9:32 pm
  

  Hi Business Fundamentals,

  I apologize for my delayed response, and probably under the account name "Greg Gibb" or "NetValue" is our company name you should find the records.

  Thank you

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• Selecting Account Name and Linking

  Support January 8th, 2021 @ 1:18 am
  

  Hi Business Fundamentals,

  Thank you so much for your guidance.

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• Selecting Account Name and Linking

  Support January 7th, 2021 @ 11:09 pm
  

  Hi Business Fundamentals,

  Thank you for your valuable response, and as per your statement regarding "if you or someone else in your employ has made changes to an invoice in Xero, from Suite you can select the Update from Xero option and the invoice in Suite will be updated with those changes" this action is like clicking the update button from the Suitecrm. This means if I click that option, I can update my invoice from the SuiteCRM, rather than logging into the XERO.

  As a quick run through, if I click the update this invoice to XERO: I am able to update the changes through SuiteCRM and update those changes to both SuiteCRM and XERO. Likewise, "update this invoice from XERO": I am able to update the changes from XERO and I can update those changes from the SuiteCRM. The only difference is XERO login is not required to make changes on both.

  Hope I understood better now!!

  Thank you

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• Selecting Account Name and Linking

  Support January 5th, 2021 @ 10:05 pm
  

  Hi,

  First of all Happy New Year!! Have a great year ahead.

  Regarding invoices modules in the edit view, there are 2 options available under the actions option 1. update this invoice to XERO, and 2. update this invoice from XERO. From these options what I understood was, you are able to update the invoice to XERO by clicking the first option, and the other one is you are able to update the invoice by logging into XERO.

  Please advise me whether have I understood correctly or not

  Dinu

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