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Scratch - Advanced Xero Integration Application

Salesforce and Xero Bi-Direction Advanced Integration Application

Overview

Scratch is an advanced Xero and Salesforce Integration application that gives the client the ability to generate, approve and email invoices in Xero directly from records within Salesforce. Aswell as see when invoices have been paid, and report on stats.

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  • Ability to generate, approve and email invoices in Xero directly from a record within Salesforce.

  • Create single line item Invoices instantly from Objects such as Accounts, Create Multi-Line Invoices using existing Salesforce record data such as Opportunities with Opportunity Products, Order's with Order Products or create custom multi-line invoices.

  • See when invoices are paid, how long they took to be paid, wether they are overdue and the history of invoice activity for that customer, allowing you to predict when invoices will likely be paid and how you should bill future invoices for that client.

Scratch is an advanced integration application that Bi-Directionally integrates Salesforce and Xero, giving you the ability to generate, approve, email and report on invoices in Xero directly from record's within Salesforce. - Create single line item invoices instantly from Objects such as Accounts. - Create Multi-Line Invoices using existing Salesforce record data such as Opportunities with Opportunity Products, Order's with Order Products - Create custom bespoke multi-line invoices on the fly using Salesforce/Xero Products. - Import Xero products into Salesforce with one click. - Report on clients average time to pay and predict payment dates for future invoices. - Add multiple Xero Accounts as standard and choose where invoices are raised.

Categories

Business Needs
Integration
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package