This feature only works with invoices, bills and credit notes that were created by Connectorly version 3.12.0 or after.
Once you have updated your invoice in Dynamics 365, change the Export Status on the related Xero details record to Ready to update and save the record. Next time when Connectorly runs it will pick up the changes and will transfer them into Xero.
In Xero there are a couple of rules around the invoice and bill updates that you need to know:
Xero invoice | Information can be updated |
Non-Paid Invoice and Bill | Everything can be updated. |
Paid Invoice | Only the following can be updated:
and on the invoice lines only:
|
Paid Bill | Cannot be updated. |