How Invoice Sync Works

Invoices are created in PM Hub and automatically synced to Xero.

Process Flow

1. Create and post invoice in PM Hub
2. Invoice enters sync queue
3. Background process runs
4. Invoice is created in Xero

Key Behaviour

• Sync is automatic
• No manual push required
• Runs at configured intervals

Client Sync Behaviour

• Clients are created only during invoice sync
• Includes:
  • Client name
  • Contact details
  • Client code

Important Notes

• Do not create invoices directly in Xero
• Do not edit synced invoices in Xero