Sellar will create an invoice in Xero at one of two moments. Either:
Before finalising an order for an existing customer on Sellar (someone who you know exists as a contact in Xero) it is best practise to set their Xero Contact ID. To do this, see this guide:
How do I find my customer’s ‘contact ID’ in Xero?
You can see if an invoice was created successfully without needing to look at Xero. In Sellar, for a particular order, click the three dot menu and select “Edit order details”
In the ‘Custom invoice number’ field, you should now see the invoice number from Xero. To avoid any complications, we prevent this field from being edited after the order is confirmed.
The additional benefit here is that we now use that invoice number on the PDF invoice we make available to your customer on Sellar. This ensures they have easy access to the invoice, but can also quote an invoice number when making their payment via bank transfer. No confusion when it comes to reconciliation of accounts.
The Xero invoice number ‘INV-0019’ displayed on the PDF invoice Sellar makes available to your customer