Once you are integrated with Xero, you can choose for your invoices to be numbered in one of two ways:
- Xero numbering
- Re-Leased numbering
Xero Invoice Numbering
If you select Xero Invoice numbering, all Invoices will use the numbering system from Xero.
Invoices created in Re-Leased
An invoice that is created in Re-Leased will initially have a Re-Leased numbering system until it is either Approved or Sent for Approval.
At that point, the invoice will be sent to Xero and will be assigned its Xero invoice number. That number will then be sent back to Re-Leased and the number will be changed in Re-Leased.
Invoices created in Xero
All invoices created in Xero will start with Xero numbers and will keep them when the invoice is synced to Re-Leased.
Re-Leased Invoice Numbering
If you select to use Re-Leased numbering, then all invoices will use the numbering system from Re-Leased.
Invoices created in Re-Leased
An invoice that is created in Re-Leased will be given a Re-Leased number and will keep this number.
Once the invoice is synced with Xero, the Xero version of the Invoice will be assigned the next Xero invoice number and will be referred to in Xero with its Xero number.
This number will NOT be passed back to Re-Leased; the Re-Leased copy of the invoice will continue to keep its Re-Leased number.
Invoices created in Xero
Invoices created in Xero will use the Invoice numbering system. Once they are synced with Re-Leased they will be given a Re-Leased number.
This number will not be passed back to Xero; the Xero copy of the invoice will continue to keep its Xero number
Changing between the numbering systems
If you change from one numbering system to another then the Re-Leased Invoices will be renumbered using the new system.
- If you change from Re-Leased numbering to Xero numbering, then all Re-Leased invoices will be updated to have their equivalent Xero invoice number.
- If you change from Xero numbering to Re-Leased numbering, all invoices in Re-Leased will be changed to their equivalent Re-Leased number, but the invoices in Xero will retain their Xero number.
What happens to my Invoice numbers when I disconnect from Xero?
If you are using Xero numbering and disconnect from Xero, all of your invoices will revert to using the Re-Leased numbering system.