AR Invoice

Overview

Direction: Zudello → Xero
Sync Type: Real-time
Purpose: Sales invoice creation with customer relationship management and tracking support

AR invoices flow from Zudello to Xero for sales invoice processing with customer relationship management and comprehensive tracking support.

Header Field Mappings

Xero Field	Zudello Field	Data Type	Notes
Type	N/A	String	Always "ACCREC"
Contact	customer	Relation	Customer reference
Date	date_issued	Date	Invoice date
DueDate	date_due	Date	Due date
LineAmountTypes	tax_included	String	"Inclusive" or "Exclusive"
InvoiceNumber	document_number	String	Invoice number
Reference	reference	String	Invoice reference
CurrencyCode	currency	Relation	Currency code
Status	N/A	String	Always "DRAFT"
PlannedPaymentDate	date_due	Date	Planned payment date

Line Item Field Mappings

Xero Field	Zudello Field	Data Type	Notes
Description	description	String	Line description
Quantity	quantity	Decimal	Line quantity
UnitAmount	unit_price	Decimal	Unit price
ItemCode	item	Relation	Item SKU
AccountCode	account	Relation	Account code
TaxType	tax_rate	Relation	Tax type
LineAmount	total	Decimal	Line total amount

Processing Logic

Tracking Categories

The integration supports tracking categories for detailed financial analysis. The first tracking category in Xero is mapped to Location in Zudello, and the second is mapped to Subsidiary.

Status Management

AR invoices are always created in DRAFT status in Xero, allowing for a review and approval workflow before being finalized.

Key Differences from AP Invoices

• Type: Sales invoices are created with the ACCREC type.
• Contact: They are linked to a Customer instead of a Supplier.
• Status: The status is always DRAFT.
• Unit Price: The unit_price is used directly, not calculated from the total and quantity.

Related Documentation

• Contact - Customer master data for invoice relationships
• Customer - Customer creation workflow
• Account - Chart of accounts for sales account coding
• Tax Rate - Tax rate references for sales transactions
• Item - Item master data with sales pricing
• Currency - Currency references for multi-currency sales
• Tracking Category - Location and subsidiary tracking setup
• AP Invoice - Purchase invoice processing for comparison
• Overview - Integration architecture overview