Xero Invoice Generator for Zoho CRM

Xero Extension create and update invoices in xero from zoho sales order module

Built for: CRM Developed by: Techloyce LLC
300+ Installs
  ( 9 )

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.

Tags

Deployment type Zoho platform
Published date Mar 24, 2019
Version 1.1
Latest Released date Apr 18, 2024
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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