FAQ

Q. How do I find my 'Next Transaction ID'?
A. In WHMCS, go to 'Billing' -> 'Transaction List'. When you click on the Edit button next to a Transaction, the URL will show the ID, for example (&id=1001).

Q. How do I run the cron job multiple times in a day?
A. By default, you can enable the sync to take place automatically when the WHMCS daily cron job runs. We also provide a custom cron.php file which allows the sync to take place outside of the WHMCS daily cron. To configure this, add a cron job similar to the below;
php -q /home/username/public_html/whmcs/modules/addons/xero/cron.php
By default, the cron will run all sync options you have enabled in the module. Alternatively, you can force a specific sync by appending one of these options:
  • sync-xero-payments
  • sync-contacts
  • sync-invoices
  • sync-payments
  • sync-all (to force all sync methods to run regardless of whether they are enabled in the module or not)
For example, to sync only Xero Payments to WHMCS:
php -q /home/username/public_html/whmcs/modules/addons/xero/cron.php sync-xero-payments

Q. Can I set a start date from which data moves over?
A. You can set starting invoice and transaction numbers.
 
Q. Can I control whether it passes all orders or just paid orders to XERO?
A. The module will send all invoices and transactions.
 
Q. If it passes all orders, does it pass unpaid orders to XERO as drafts?
A. You can choose what status they go over as, however, if you send them as drafts and the module then tries to sync payments for them it will fail, as you are not allowed to add payments for draft invoices.
 
Q. How does the integration handle cancelled or refunded invoices in WHMCS? 
A. There is an option for cancelled invoices to be voided in Xero, however, refunds must be handled manually.
 
Q. If an unpaid invoice is paid in Xero, can the module pull the payment from Xero into WHMCS?
A. That is correct, this is an option that can be enabled or disabled in the module. Payment confirmation emails can be triggered as usual.
 
Q. What sort of log files are there?
A. You can check the WHMCS Activity Log, all messages are prefixed with 'Xero: '. You can also enable the WHMCS Module Log feature to view the requests and responses made to Xero.
  
Q. Why are just some of my Invoices missing?
A. There are a few reasons this could happen, for example, you may have changed the WHMCS Tax Setting to Excluding from Including (or visa-versa) in the past or the invoice has Compound Tax Rates (not supported).
 
Q. Are Credits & Refunds Synchronised to Xero?
A. The module does not send refunds and credits to Xero, these need to be replicated manually in Xero - a notice will be shown in the UI so you don't lose track of these.

Q. Does the module support Sequential Paid Invoice Numbering?
A. The module does not currently support this feature but we do sync the sequential Invoice number as the Invoice "reference".
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