TwixRiva allows you to auto-create Xero Records based on events, using the Process Builder. For Example: If you want to create a Invoice when an opportunity is set to Closed Won, you can set this feature up and it will automatically create a Invoice in Xero from the opportunity and sync it back to Salesforce as well
This feature allows you to create Purchase Orders, Client Invoices, Supplier Invoices.
Steps to perform to set it up:
Step 1 - Identify your source object. Does this object has lines?
Step 2 - On TwixRiva Xero Invoice object, create a lookup field to your source object.
Note: if you already have a lookup as part of the ‘Pre-Fill your Invoice’ guide, you can reuse this one.
Step 3 - Create a new record in the Xero AutoCreate Mapping Custom Metadata Types.(Gear Icon on the right>Setup> Search Custom Metadata in the Quick Find Box on the left>Click on Custom Metadata Types>Manage Records Next to Xero Auto Create