Automates your business: A solution that will reduce time, creating a lead, generating your invoice, following up payment reminders, updating your accounting application – Xero. Key Benefits of the Connection Example use cases of Salesforce® Xero integration are:
> Generate invoice from an opportunity in Salesforce, Invoice automatically created in Xero as draft.
> Invoice details synced to Salesforce.com CRM Custom object.
> A PDF format of Invoice created and stored in Salesforce®
> PDF invoice email automation (auto/manual) to customer, Email task recorded as Task in salesforce.com
> PDF Invoice contains a Payment link for online payments.
> Approve Invoice options of Xero can be directly managed within Salesforce®
> Online Payments (Partial / full) will be recorded both in Salesforce® and Xero
> eWay Payment Gateway connector included making it easy to process payments
> Synchronise Xero contacts with Salesforce.com CRM accounts.
> Reports & Dashboards
> Automate Invoicing
> Chasing the Invoice – Sending Reminders
> Saves your time and your staff’s time – get
> View up-to-date Invoices in Xero & Salesforce
> Invoices paid and unpaid – Account wise
> Create Invoice in Salesforce®
> Email Invoice to Client from Salesforce®
> Automatically Update Xero
> Integrate Payment Gateway on Invoice
> Update Payment details in Xero & Salesforce® CRM
Charts & Reports
> On Overdue Accounts
> Monthly Receivables with Totals