Xero is a leading accounting software used to manage business transactions, invoices, credit notes and payments.
Salpo has partnered with Xero and built a comprehensive integration allowing you to view the transactional information held in Xero, and to create invoices from within the Salpo CRM platform.
Our hassle-free integration allows you to create invoices for opportunities and clients, and view a contact’s billing history within the CRM system.
Add contacts individually or in bulk from Salpo CRM into Xero
Sync contact details between systems.
View historical invoices against the contact’s Salpo CRM record.
Create invoices within Salpo CRM and send to Xero.
View live invoices and transaction histories within Salpo CRM.
Invoice approval remains within Xero’s sign-off framework.
By allowing you to keep track of account balances and invoicing status from within profile pages, and report across a number of clients at one time, your team can more easily get a clear picture of what has been paid, what is due and what is outstanding on their accounts.