This extension integrates accounting modules, i.e. Sales Orders and Invoices, from Zoho to Xero in just a few clicks. The main purpose of this extension is to create and update information in Xero invoices from Zoho. When this extension is installed, it automatically creates four buttons in CRM accounting modules.
Key Features:
Create invoices from the Sales Orders module: After installation of the extension in Zoho CRM, two buttons will automatically be created in the Sales Orders modules, one of which is called “Create Xero Invoice.” This feature is for creating a new invoice in Xero against specific sales orders. After clicking this button, all of the sales order information including product details and contact details will be reproduced in a new Xero invoice.
Update invoice from Zoho Sales Order: After creating an invoice in Xero against a specific sales order, the user can also update the invoice. If you make any changes in the sales order, clicking the button “Update Xero Invoice” updates all Sales Order information including product details and contact details to the Xero invoice that has already been created.
Create Xero invoice from the Invoices module: After installation of extension in Zoho, (like in the Sales Order module), two buttons will be created in the Invoices module with the name “Create Xero Invoice.” This feature is for creating a new invoice in Xero against that particular invoice in Zoho CRM. After clicking this button, invoice information from Zoho CRM including product details and contacts details will be pushed to Xero.
Update invoice in Xero from Zoho CRM: After creating an invoice in Xero against particular Zoho invoice, users can also update an invoice. If you made any changes in Zoho invoice, after clicking the button, “Update Xero Invoice,” the Zoho invoice will be updated. Product details and contacts details will be updated in the Xero invoice that was already created.
it has significantly streamlined our accounting processes. The integration between Zoho and Xero is seamless, allowing for a smooth transfer of data between the two platforms.
after a successful trial we tried to go for the paid version and then everything went wrong, We couldn't upgrade the trial instance, so we had to get a new registration, this version didn't work, after a few support session we got or 4th instance. This instance worked, but was a trial again. the vendor couldn't assign the last instance to our paid version.
so we had to buy a new instance again, and go to ZOHO to get a refund, they 'couldn't do it on their side'. support was in India, with the problems known with Indian engineers.
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
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Hello,
I would recommend you to try Xero Invoice Generator for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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