Xero Conversion Invoices

Applies to: ConnectWise Manage and Xero

For invoices before the conversion date to Wise-Sync, Wise-Pay retains the ConnectWise Invoice number and the Xero Invoice Number. Displayed as:

Reference number (ConnectWise Number) - Invoice Number (Xero)

Here's how to do it:

  1. Log into Wise-Sync

  2.  Click Companies

  3.  Click on the Company you wish to amend

  4.  Click Payment Sync Options

  5.  Tick Payment Sync Invoice Number Override

  6.  Enter Conversion Date

  7.  Click Save


When enabling this feature, you must create a public / private key in ConnectWise to access the API via REST. These setting are configurable in the 'CW API Member' tab when editing your Wise-Sync Account. Click here to learn more about API Keys Configuration

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