Before the orders from OrderEZ can flow into Xero as draft invoices, it is important to ensure that the correct Outlets are matched to the correct Contacts in Xero. One of the worst nightmares of any business is sending the wrong invoice to the wrong customers and we definitely don't want that.

tl;dr - When you have a new customer

(1) Ensure the contact is created in Xero

(2) Complete the set up of the Outlet on OrderEZ

(3) Navigate to the Xero integration page and match the Outlet to the Xero contact

Just like what we did during the initial setup of the Xero integration under "Outlet Sync", complete the set up of the Outlet on OrderEZ and the contact set up in Xero, then match them in the Xero integration page.

To do so, navigate to your supplier setting page, then click on the Integrations tab and Xero.

Click on the Outlets tab. On the left, you will see the names of Outlets in OrderEZ. On the right, you will see the connected Xero contact.

To manually match the Outlets, click on the dropdown at the right and select the Xero contact. Once ready, scroll down and click on "Save Changes".

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