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Scratch - Advanced Xero Integration Application
Salesforce and Xero Bi-Direction Advanced Integration Application
- Business Need
- Integration
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.
Highlights
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.
Provider Details
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work.
This product is Free and is only the framework structure for creating and managing invoices, to integrate Xero for Bi-Directional Support the full Scratch Premium Package is required.