Integrate Salesforce and Xero with SFX

• Create Invoice from custom object(s) or from Opportunity object
• Invoice/Bill/Credit Note automatically created in Xero as draft.
• Auto create Invoice using Process Builder.
• Multi Xero Org Integration
• Multi-Currency
• A PDF format of Invoice created and stored in salesforce.com
• Option to select Invoice branding.
• Option to email Invoice
• Email task recorded as Task in salesforce.com
• Approve Invoice option of Xero directly managed within Salesforce.com
• Integrated eWAY Payment gateway
• Online Payments (Partial / full) recorded both in Salesforce.com and Xero
• Reports & Dashboards

Customisable to any business processes within Salesforce

System requirements:

• Salesforce.com
• Xero
• eWAY Payment Gateway

Benefits

• 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