Our Xero Integration for Zoho CRM allows organisations to automatically send invoices to customers upon booking or purchasing. Invoices are created automatically in Zoho CRM which then push to Xero and will be sent to your customers instantly. Upon reconciliation in Xero, invoice and payment statuses will automatically push back to Zoho CRM.
No need to do manual invoicing, once a customer has purchased or you have closed a sales deal, create an invoice in just a few clicks with this hassle-free Xero integration.
No need to switch from one application to another, you can do all these in your Zoho CRM.
With Xero Integration for Zoho CRM extension, you can easily access financial data from Xero directly in Zoho CRM. This saves you time because you no longer need to manually enter information between the two platforms. It allows your sales and accounting teams to see invoices, outstanding payments, due amounts, and other financial information about your customers right from the Zoho CRM.
Key Features:
- Invoices can be created from the Zoho CRM Invoices Module, and they automatically sync back to Zoho CRM
- Create and sync Xero’s Products and Contacts with Zoho CRM’s Products and Accounts module.
- No need to manually track customer invoices and payment statuses. View the list of Xero invoices of any customer and track their invoice status (Paid, Overdue, or Due) within Zoho CRM.
- Get access to real-time income statements; no need to wait for your Accounting team to catch up with your sales to get accurate reports.
- Give your customers a streamlined ordering and invoicing experience.
- Reduce time-consuming tasks like filing, sending, following up on invoices and more.
