Tips
How to find matching tickets and invoices
From tickets in BlueFolder you can access the corresponding invoice in Xero: You, from invoices in Xero you can access the corresponding ticket in BlueFolder:
Pre or Post date an invoice
How to manually change the Closed Date on a ticket 1. In BlueFolder, open a ticket to the Overview tab 2. Click the Actions button on the right 3. Click the Change Close Date option How to create an invoice and retain the ticket's Closed Date that ...
Deleting or Reopening a Ticket
Take care when reopening or deleting a ticket in BlueFolder that already has had an invoice created in Xero. Deleting a Ticket When a ticket is deleted in BlueFolder, the corresponding invoice in Xero is not automatically deleted. To delete a ticket ...