If you’re going down the paperless route, it makes sense to choose an app that works with your existing software, especially when it comes to something as data-sensitive as accounting.
With Formitize paperless business solutions, you can Create Quotes, Convert to Invoice, Take Instant Card Payment, and all integrating beautifully with Xero.
Formitize includes one of the most comprehensive two-way integrations with Xero by automatically constantly syncing between Formitize Accounts and Xero, everything is kept up to date all the time – Clients, Invoices, Line Items, Tax Rates, Paid Details and more.
Convert a Lead to a Quote, Quote to an Invoice, and Take Payment with just a few clicks. Record expenses and keep everything updated instantly.
Mobile Card Payments
Take instant card payments on your invoices and automatically send a Paid Invoice receipt. It has never been easier or faster to get paid.
Integrating CRM Invoicing with your Accounting Software
Formitize CRM has a complete two-way integration with Xero. It is a very comprehensive integration that syncs all data between the two systems.
What is Xero?
Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart, and secure.
Why Would I Use Xero?
You would use Xero as your accounting solution so you can manage your payroll, HR, billing expenses, cash flow tracking, GST, etc. Xero has incredible integration capabilities with Formitize.
How Do I set up a Xero Account?
To sign up for Xero, go to https://www.xero.com/signup/ and fill out the form.
How Do I integrate Xero and Formitize?
Select Xero from the Formitize Accounting Solution Dropdown. This will auto-populate your CRM with all Xero data including Customers, Suppliers, Invoices, Line Items, and Tax Rates. It is a very comprehensive integration that syncs all data between the two systems.
It takes around 10 minutes to sync all information between Xero and the Formitize CRM.
Do you want to learn more about Formitize app integration with Xero? Start your Free Trial Today!