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:
Log into Wise-Sync
Click Companies
Click on the Company you wish to amend
Click Payment Sync Options
Tick Payment Sync Invoice Number Override
Enter Conversion Date
Click Save
Important:
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