Integration with Xero: What It Does

Overview

The integration of Cabinetry.Online with Xero brings a host of powerful features designed to streamline your accounting and financial management processes. 

This integration ensures that your data is synced seamlessly between the two platforms, keeping your financial records accurate and up-to-date.

Table of Contents

• Overview
• Key Features
  • 1. Flexible Invoice and Bill Management
  • 2. Automatic Invoice Creation
  • 3. Customisable Invoice Branding
  • 4. Automatic Customer Invoice Terms
  • 5. Contact Synchronisation
• Why Integrate?
  • 1. Efficiency: 
  • 2. Accuracy:
  • 3. Professionalism:
  • 4. Scalability:
• Getting Started

Key Features

1. Flexible Invoice and Bill Management

Invoices to Customers: Enable the creation of invoices for customers upon job approval.

Bills for Job Acceptance Fees: Record job acceptance fees as bills in Xero.

Custom Configuration: Choose to enable both features or only one, based on your business needs.

2. Automatic Invoice Creation

Draft Invoices: Automatically create a 'Draft' invoice in Xero upon job approval.

Custom Prefix and Details: Populate the invoice with a custom prefix, account, reference, and description based on the job number, making it easy to track and manage.

3. Customisable Invoice Branding

Custom Branding: Define and apply branding themes to invoices generated for your customers, ensuring they reflect your company's visual identity.

Consistent Presentation: Maintain a consistent look and feel across all customer-facing documents.

4. Automatic Customer Invoice Terms

Automatic Due Dates: Use customer payment terms set in Xero (e.g., 14 days after the invoice date). Upon job approval with the "Yes & approved" option, the invoice is created in Xero with the due date automatically set.

Consistency and Compliance: Ensure that all invoices comply with pre-defined payment terms, maintaining consistency across the board.

5. Contact Synchronisation

Download Customer List: Download a customer list from Cabinetry.Online in a format ready for direct import into Xero.

Sync Contacts Option: Easily link your contacts between Cabinetry.Online and Xero by using the 'Sync Contacts' button.

Real-Time Updates: Ensure your contacts are always up-to-date in both systems for accurate and efficient communication.

Why Integrate?

1. Efficiency: 

Optimise your workflow by automating repetitive tasks, reducing manual data entry, and minimising the risk of errors.

2. Accuracy:

Ensure that your financial data is consistent and accurate across both platforms, facilitating better financial reporting and decision-making.

3. Professionalism:

Enhance your brand image with custom-branded invoices and maintain compliance with customer-specific payment terms.

4. Scalability:

As your business grows, the integration scales with you, effortlessly handling increased data volumes and maintaining performance.

Getting Started

1. Connect Your Account

2. Configure Settings

3. Sync Contacts

4. Begin Syncing and Auto-Creating Invoices