An intuitive and adaptable solution
Bring Xero data into Salesforce’s powerful reporting system. Build dashboards in Salesforce on your Xero Accounts Receivable and add automation and notifications to bolster the data.
Management can regulate Standard and Read-Only Permission sets. This allows staff to access valuable information while working at the appropriate level.
Get started with a straightforward and quick set-up and it works right out of the box. Accessible and user-friendly visual features require very little to no training.
Create an invoice effortlessly
Invoice creation from Account, Opportunities, and Order objects.
START INVOICE CREATION ANYWHERE
Create Invoices in Xero from within Salesforce, starting from an Account, Opportunity, Order, or any custom object.
Breadwinner for Xero pulls data from all of these records, and their child records, so that Invoice creation is easy and intuitive.
POPULATE INVOICES AUTOMATICALLY
Configure your Xero invoice from within Salesforce by setting your pre-populated fields such as due date, discounts, price, tax rates, and any custom fields. Any Opportunity products will turn into line items by default.
You will have the option to either ‘Create Draft Invoice in Xero’ or ‘Create Approved Invoice in Xero,’ depending on what you want to show staff. A payment link will be included on the invoice allowing customers to make payments with ease.
Powerful and vital client information at your fingertips
Access Xero data from within Salesforce.
VIEW INVOICES IN SALESFORCE
Improve communication and remove any friction between departments. Allow your sales and support teams to view the client’s current financial status in Salesforce, including any overdue invoices. This reduces their need to call finance to access time sensitive information.
ACCESS AND EDIT XERO CONTACTS
Avoid using inaccurate information by empowering your team to edit client contact details when necessary. This gives staff access to valuable information on the client’s overall financial health. Breadwinner for Xero’s live syncing allows for secure and reliable sharing of A/R data.
Improve cash flow and save time
Live two-way syncing between Xero and Salesforce speeds up the sales cycle and improves productivity for both your finance and sales teams.
INVOICE STATUS TRACKING
All invoices, including outstanding and overdue invoices, are visible to your entire team, making collections easier and faster. Companies frequently speed time to payment collection due to increased visibility.
Identify and resolve address discrepancies between Salesforce and Xero, while maintaining the ability to have multiple Xero Contacts (and their addresses) associated with a single Salesforce Account. This also eliminates double data entry, saving staff valuable time.