Does Client Reference Number Sync Over to Xero?

November 12, 2020 15:13

Objective:

Client Reference number available in Xero

Environment:

Clio Manage
Xero

Additional Information:

For steps on editing Invoice ID numbers click here.

Answer:

No, Client Reference Number is not an applicable field of information that automatically syncs to Xero. Is it possible to manually edit the Invoice ID number to include the Client Reference Number in it. When the Bill Syncs over into Xero it will include this information.