Specify which Inventory items you want agents to access when creating draft invoices. If “Sales” does not exist, the first account that exists under “Revenue” in Xero will be considered default. “Sales” will always be selected by default. An account needs to be set for those line items that do not have an associated inventory item. Specify which accounts you want agents to access while creating draft invoices. Once Freshdesk credentials are verified, you will be taken to Xero's options page.įreshdesk will pull all account names associated with the Revenue account head in Xero’s “Chart of Accounts”. Fill your Freshdesk domain and API key and click on continue to verify the credentials.ħ. Once authorized, you’ll be taken to installation page.Ħ. You will be redirected to Xero to complete authorization process.ĥ. Find Xero for Mint and click on Install.Ĥ. Under Helpdesk Productivity, choose Apps. Sign in to your support helpdesk and click on Admin.Ģ. Admins will also have the ability to delete invoices from Xero.įollow these steps to set up your Xero app for Freshdesk:ġ. They can also view additional details of the invoice at any time by clicking on the “View” link.Īdmins have to approve draft invoices in Xero before it is sent out to customers. Subsequently, on the ticket details page, agents can see the invoice name and current status of the invoice. Once an agent has filled in all the details, clicking on the “Create” button will link the resulting Xero draft invoice to the Freshdesk ticket. This “Account” name will be applied to all time-sheet entries which do not have inventory items linked with them. If no inventory item exists or if an agent chooses not to link an inventory item with a time-sheet entry, agents will have to select an “Account” name. If an inventory item from Xero is selected, then the unit price and related tax rates will be automatically applied in Xero. Agents will be able to select only those items which Admins have authorized for display via the app configuration page. Agents can associate each time-sheet entry with an inventory item. In case this is an “Edit” action and the invoice already has existing time-sheet entries from another ticket, then those entries would be read-only. When an agent clicks on “Create Invoice” or “Edit” the time-sheet from the current ticket will be automatically populated on the draft invoice screen. But if there is no contact that matches the ticket requester, a new contact will be created in Xero with the Requester Name when the invoice is created. If the Ticket Requester’s Company name or email ID matches a contact in Xero, agents can link the ticket to an existing invoice instead of creating a new one. Once a ticket has been closed and time-sheets finalized, the agent can select the “Create Invoice” button to create a draft invoice in Xero. To print an invoice for a booking, simply open that booking in Bookeo and click on the Xero Invoice link.Agents can use the Freshdesk-Xero app to associate the time-sheets of the tickets they’ve resolved to Xero draft invoices. If you charge a credit card for a booking in Bookeo, or if you track a manual payment such as a cash payment, it’s automatically synced to Xero. When a new customer makes a booking online, or when you create a booking for a new customer from your Bookeo calendar, a new customer profile is automatically created in Xero.Īutomatically sync Bookeo sales to Xero: bookings, prepaid packages, memberships and gift vouchers. Whether you change the booked service, add options, increase or decrease the number of participants, the Xero invoice is seamlessly updated. If you reschedule, cancel, or restore a booking in Bookeo, the Xero invoice is automatically updated to reflect your booking in Bookeo. Bookeo & Xero integration: the easiest workflow for your sales
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |