Knowledge Centre

9 ArticlesFAQ →

Can I trial Invoice This?
How does the data flow from Xero to Invoice This?
How often does Invoice This sync with Xero?
I’ve lost my connection to Xero, why?
I’m getting a strange error “URL No Longer Exists”

1 ArticlesInstalling Invoice This →

Installing Invoice This

4 ArticlesSalesforce Setup →

Create Record Types in Salesforce
Create External IDs in Salesforce
Add Invoices related list to the Opportunity Page Layout
Creating a button to Auto-populate an Invoice

3 ArticlesUsing Invoice This features →

How do I purchase InvoiceThis off the AppExchange?
How to sync your Invoice with Xero
How to create an Invoice

© 2017 Clouding Around. © 2017 CauseICan. © 2017 InvoiceThis. Salesforce, Salesforce.com, AppExchange, Sales Cloud, Service Cloud, Chatter, and others are trademarks of salesforce.com, inc. and are used here with permission.