Give your CRM users the ability to convert Quotes and create Invoices in Xero. Quick2Xero enhances Advanced OpenSales. Bi-directional synchronisation of Invoices. Keep track of which customers owe money, which invoices have been paid or credited. Quick2Xero saves you time by removing double entry and improves customer service.
Turn your CRM Quotes into Xero Invoices at a push of a button. Synchronize your Accounts, Inventory and Invoices. In CRM, keep track of who has paid and who hasn't by synchronizing Xero payment history. Let your sales team send Xero invoices to customers through CRM without the need to give sales people access to Xero.
- Synchronizes Tax rates from Xero to CRM
- Synchronizes Currencies from Xero to CRM
- Synchronizes Chart of Accounts from your Xero to CRM
- Synchronizes Xero Contacts to and from CRM (Accounts and Contacts)
- Synchronizes Xero inventory to and from CRM (Products)
- Synchronizes Sales & Purchase Invoices to and from Xero (AOS Invoices)
- Synchronizes Payment and Credit Note history and status from Xero to CRM
- For CRM Accounts you can set default Tax rates
- For CRM Products you can set default Tax rates
- Schedulers created for automating the transfer of data on a regular schedule, including:
a) Create invoices in Xero from data added to CRM from external sources (e.g. direct data feed into CRM database from Iris Fees ledger)
b) Import new and updated Xero Invoices into CRM
c) Import new and updated Xero Contacts into CRM
d) Import new and updated Xero Inventory into CRM
- Flexible field mappings facility in Admin. Pick which of your custom fields connect to fields in Xero
- Streamlined Line Items in Quotes and Invoices - unnecessary fields removed
- Flexible invoice number options gives you the choice of whether to use Xero or CRM for automatic invoice number generation
Invoice in SuiteCRM
SuiteCRM and Xero Synced
Invoice in Xero
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Suite to Xero
SuiteCRM connected to Xero
Create Accounts AND Invoices (ACCREC AND ACCPAY) in Xero from your Detail OR List views in SuiteCRM - no more double entry - Send all your SuiteCRM records to Xero - once there update them TO or FROM Xero, quick links created to those records
Xero Accounting Integration
Xero Accounting Integration is the undisputed master in accounting software, giving you the power to create smart accounting from just about anywhere in the world. SuiteCRM is a revolutionary CRM offering the latest tools to enhance your business around customer-centricity.