When it comes time for your customers to pay their invoices, they can use a chosen third-party payment processor, such as PayPal or Stripe. You can also track the invoices’ progress, and even send from a mobile device. You’ll be able to set up recurring invoices for repeat customers, and payment reminders for clients who need a prod in order to pay your invoices. Once you’ve made your invoices, sending them out is the next step, and Xero has a lot of tools to help you out here.
And it’s not just invoices – you’ll also be able to create and send estimates, which can help land customers if they find your prices appealing. When creating invoices for your customers, you’ll be able to calculate taxes, attach files, and display discounts and tracked hours. However, it makes up for this with very substantial invoice delivery tools, as well as analytics and reporting. There aren’t any massive weaknesses, with the main one being its somewhat lackluster support resources. Xero has a solid array of features that allow it to stand among the greats. Some CRM recommendations are HubSpot and Constant Contact, which both allow you to stay on top of your customers’ behavior and relationship to your business. Some ecommerce highlights include A2X, which automates ecommerce accounting for Shopify, Amazon, Etsy, Walmart, and eBay sellers for $19 per month, and Link My Books, which creates invoices for anything sold on eBay and Amazon from $11 per month. With 39 ecommerce integrations and 82 CRM integrations, there’s a lot you can add and change with your Xero account. However, the integrations really ramp up when it comes to ecommerce and CRM. These can help you connect your client list to a list of existing customers, which can be helpful if you want to keep all your messaging in one place.
XERO INVOICING ACCOUNTING SOFTWARE
Xero Invoicing comes with a ton of optional add-ons that can make operating the software a more streamlined process for your business.įirstly, you can attach three email marketing platforms to your Xero account: Oncord (starting at $39 a month), Constant Contact (starting at $20 a month), and Mailchimp (starting at $9.99 a month).
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