Can be your invoicing process as streamlined since it should?
you don’t have a remedy to this question at this time
Maybe, but let’s put it in this manner:
If you’re monitoring labour time, used materials and/or parts for every job (whether manually or during your maintenance management system) and manually preparing and sending the invoices to your clients, there’s a lot of room for accelerating the procedure.
You’ve already guessed by the title of the article probably, however the answer is… *drumroll*…
Integrating Xero with Infraspeak
With Xero and Infraspeak, you can get gone paperwork, spend less time managing invoices and stick to top of one’s spending, automating and simplifying all of your selling process effectively.
Xero can be an all-in-one online accounting software which allows one to:
- Centralise everything in a single place.
- Access all of your invoices, contacts and accounts anywhere online from.
- Hook up to your bank.
- Collaborate instantly.
- Use your accountant, employees or bookkeeper, if you’re on opposite sides of the planet even.
sync bank and financial information
Infraspeak’s integration with Xero simplifies any sale processed through Infraspeak. Whether or not it’s materials, new parts or perhaps a ongoing service, it gets registered on our platform and the respective invoice is automatically created in Xero.
But which are the benefits of integrating Xero with Infraspeak?
Well, to begin with, there are many advantages in integrating invoicing and maintenance software generally, namely:
- Saving time by automating invoice creation.
- Improving transparency and customer trust.
- Adjusting contracts and accurately setting prices more.
- Eliminating paper and duplicated records.
To find out more on this topic, have a look at our article on Integrating Maintenance and Invoicing Software .
So, why Xero specifically?
By integrating Xero with Infraspeak, you’ll have the ability to increase your accounting significantly, but receives a commission faster and conduct business from anywhere you need also. Let’s dive in on what it works.
Get your accounting done faster.
soon as you approve a sale in Infraspeak’s Sales app
As, the info appears in Xero as a pre-invoice automatically. This avoids losses of information or invoicing mistakes, and closes the gap between executing the working job, creating an invoice and sending it out to your customer.
The full total result is a increase of the work of one’s accounting department, which only must confirm payments now.
Receives a commission faster.
Xero lets you add online payment options to your invoices automatically, which means that your clients pays you from by card or direct debit anywhere. Plus, it’s a safe solution since, unlike PDFs, online invoices are hard to tamper with.
Adjust contracts and accurately set prices more.
Since technicians can validate their presence on-site utilizing their smartphones easily, managers can see just how much time is spent with each client, just how many assets have to be monitored, and the true scope of the ongoing work. You cross-check these details with invoices once, it is possible to review monthly fees and steer clear of losses.
Do business from anywhere.
Online, offline, behind a desk or in the field, this integration allows you to control sales, send invoices to your visitors automatically, and, if needed, cross-reference that information with costs and stocks.
Information flows in real-time to your finance department and never have to create ledgers, duplicate records or additional paperwork.
How will you activate this integration?
Infraspeak’s integration with Xero is plug & play: Infraspeak users can merely check out the in-app Integrations Store, select Xero, select “Connect”, and it’s done!
Infraspeak’s Intelligent Maintenance Management Platform (IMMP) and Xero’s online accounting software work perfectly when first used or connected, with no need for adjustments by Infraspeak’s team, or your clients even.
No Infraspeak user yet?
What exactly are you looking forward to? Schedule a personalised demo of our IMMP and discover how it could bring outstanding flexibility, intelligence and connectivity to your maintenance operations.