CommitCRM - Xero Link
Using Xero as your online accounting system? With CommitCRM-Xero Link you can easily export invoices to Xero and streamline customer billing processes.
CommitCRM-Xero Link features:
- Easily export Xero invoices based on charges entered in CommitCRM.
Batch Invoicing – Save time by exporting any number of Xero invoices at once.
- Invoicing at different levels:
Account – Invoices may include any charges linked to this account, its contracts and tickets.
Contract – Invoices at the Contract level may include only charges which are linked to a specific contract.
Ticket – Iinvoicing at the Ticket level may include only charges which are linked to a specific ticket.
- See total unbilled pending charges according to Account, Contract and Ticket.
- Select which charges to include in the invoice.
- Start the invoicing process directly from the Account, Contract, or Ticket windows in CommitCRM.
- View all charges included in a Xero invoice by filtering them by the invoice reference value.
- Easily cancel exported invoices.
Frequently Asked Questions
Do I need to install any additional components to use CommitCRM-Xero Link?
No, technically you can use CommitCRM-Xero Link immediately, there is nothing else to install.
Can I use CommitCRM-Xero Link from every PC on my local network?
Yes. CommitCRM-Xero Link can be used from any networked PC on your LAN that runs CommitCRM and has Internet access.
Can I try it?
Yes, CommitCRM trial includes this module for you to test and use. Follow the instructions in the CommitCRM-Xero Link guide (found here) to use the module.