The XOSync Transactions Sync will automatically create invoices for Ontraport Transactions in Xero based on your configuration in the XOSync Wizard.
There are some parts to the invoice creation that we have configured and will not be editable by you in your XOSync app. These include the way the description if logged and the Reference.
The Description section of the invoice will contact the following info:
- Ontraport Product Name
- Transaction Type - Subscription/Payment Plan if relevant
- Trial information if relevant
- A new line item will be added for any discount information that is relevant
The Invoice reference will consist of the Ontraport fields: [Last Name]-[Last Invoice#]